Investigo and Investment Scorecard Sign Strategic Partnership

Collaboration integrates leading practice management systems into one for high net worth investors and their advisors

MINNEAPOLIS February 23, 2007—Investigo®—provider of the financial services industry’s fastest-selling practice management system—and Investment Scorecard, Inc., a provider of highly sophisticated performance analytics, policy monitoring and client reporting solutions for wealth management firms—today announced a strategic partnership under which the companies will offer integrated functionality within their respective applications, and are co-marketing the combined solution to more affluent investors and their wealth management advisors.

“The market continues to demand greater efficiency and hence, a Wealth management Platform that integrates front office and back office components for an end-to-end capability,” said Investigo CEO Tom Rozman. “Investigo is uniquely positioned to provide for that need in this instance with seamless functionality to Investment Scorecard for a broader range of advisory level reporting capabilities that is truly best of breed.”

Investigo is a fully-integrated, web-based practice management system with an open architecture that allows integration with best-in-class software applications, while providing enterprise-level data aggregation and standardized portfolio accounting and reporting. Investigo saves financial advisors valuable time and money by providing an integrated portal for asset tracking, client management and regulatory compliance.

Investment Scorecard provides outsourced wealth analytics, performance measurement and client reporting, as well as insurance and investment policy monitoring solutions to help wealth advisors monitor investment portfolios and manage risk. Over 720 financial institutions and thousands of wealth advisors and portfolio managers leverage Investment Scorecard solutions to communicate performance to their clients.

“Investment Scorecard’s features are highly complimentary to Investigo’s capabilities, making this a natural alliance,” said Investment Scorecard president and CEO Joe Maxwell. “We have unified Investigo’s powerful practice management system and data consolidation engine with our sophisticated reporting, analytics and performance management capabilities to deliver a platform that is ideally suited to the high net worth marketplace.”

About Investment Scorecard

Investment Scorecard, Inc. delivers an integrated suite of performance measurement, policy monitoring and independent client reporting solutions for wealth management firms. Founded in 1995, the company provides its clients with solutions that help build client relationships, meet regulatory compliance requirements, and manage their business effectively. Headquartered in Nashville, Tennessee, the company serves more than 720 financial institutions across the United States. For more information on Investment Scorecard, please visit www.investmentscorecard.com.

About Investigo

Investigo offers the most comprehensive practice management system in the financial advisory industry. Advisors using Investigo spend more time with clients and less on administrative functions; improve client service with more accurate consolidated reporting; and save money by reducing the number of software packages they need to buy and maintain. Investigo’s web-based platform integrates a broad range of practice- management applications – including data aggregation, reporting, CRM, compliance and online document management – all at a significantly lower price than competitive products. In addition, Investigo has partnered with best-in-class software vendors like Morningstar, MoneyGuidePro and LaserApp. Headquartered in Minneapolis, Investigo downloads data for thousands of advisors and millions of accounts representing several million in assets under management.

Public Relations Contact:
Dale Jones
Strategic Advantage Public Relations
(303) 298-9630