Investigo Lands Deal with Sunset Financial Services

Life insurance firm’s 600-plus registered reps will have industry-leading software to serve clients more efficiently

MINNEAPOLIS, March 6, 2006—Investigo—provider of the financial service industry’s most advanced practice management system—announced today an agreement with Sunset Financial Services (SFS) in which the broker dealer will offer Investigo’s web-based data consolidation and reporting software to its 600-plus registered representatives. This is the fifth life insurance-owned broker/dealer organization to choose Investigo.

Explaining his firm’s decision, SFS President Bruce Olberding said that a long-term relationship was very important to his firm. “We were impressed by Investigo’s deep experience in the investment advisory industry. These are people who have been in the business and understand it—the kind of vendor we wanted to partner with. And one of our other respected partners strongly recommended Investigo.”

Olberding added, “Our search for the best system revealed that Investigo’s web-based platform integrates the broadest range of core practice management functionality into a single system at a significantly lower price than other systems. Its tools, like Morningstar, MoneyGuidePro and LaserApp, will also help us provide our investment advisors with technology that enhances their competitive position and credibility while offering exceptional service to clients. In addition, Investigo’s Compliance Dashboard provides us a way to automate surveillance and continue to remain current with the ever-changing regulatory environment.”

Investigo’s comprehensive functionality and attractive pricing make it the financial service industry’s leading platform, eliminating the need for advisors to purchase and maintain multiple systems. It automatically updates, consolidates and reconciles client data, and it provides a single portal for asset tracking, client management and regulatory compliance—streamlining practice management and enabling better client service.

Investigo CEO Tom Rozman said, “For years, Investigo has been the system of choice for traditional registered reps and RIAs. This deal with SFS and our ongoing expansion in the life-based market confirm that Investigo is also the most comprehensive practice management system available for life insurance-based advisors.”

About Sunset Financial

Established in 1964, Sunset Financial Services (SFS) has a network of more than 600 representatives, including insurance professionals, stockbrokers, financial planners, estate-planning specialists, qualified plan specialists and niche marketers in 48 states and three foreign countries. Based in Kansas City, Mo., Sunset Financial Services operates as a full-service brokerage firm and is a Registered Investment Advisor and a member of the NASD and the SIPC. It is a wholly owned subsidiary of Kansas City Life Insurance Co. For more information about SFS, visit www.sunsetfinancial.com or call 1-800-821-5529.

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. For more information, call (952) 920-1441 or visit www.investigo.net

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