InvestorForce Product Helps Consultants Share Data with Clients

InvestorForce, a Wayne, Pennsylvania, software provider, announced an update of its InvestorForce Insight service it said will allow consultants to provide institutional clients with daily access to critical portfolio data directly through a branded Web portal.

According to a news release, the new offering’s level of transparency of information will help consultants and their plan sponsor clients make more timely decisions around asset allocation and the management of exposures through the online access to daily plan data, benchmarks, and analytics.

Using the new version of Insight, consultants and plan sponsors can collaborate, sharing the same information from their desktops, as well as performance reports and other documents that consultants can now offer to their clients through Insight’s Document Center feature, the company said.

Other key new features include the plan performance summary, which provides a concise view of plan and manager performance at all plan levels and expanded asset allocation analytics.

With daily views of holdings, cash flows, transactions, and asset values, Insight will allow consultants and their plan sponsor clients to compare actual positions with allocation targets on a daily basis, including alternative investments.