Press Release

5/17/2007

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Investigo’s Advisor Solution Meets Foothill Securities, Inc. Financial Technology Management Goals

 

Investigo Demonstrates High Level of Industry Expertise

MINNEAPOLIS, June 11, 2008 —Investigo (http://www.investigo.net)—a leading provider of Enterprise Data Consolidation and the Investigo Advisor Wealth Management Platform announced today that over the past year, Investigo has helped reach the financial technology management goals of California based Foothill Securities, Inc.

 

“We set very high standards for our firm. Consolidating multiple sources of client data was a priority for us. We’ve been an Investigo client for over a year, and we’ve found that they have helped us reach our financial technology management goals,” said Steve Chipman, President and CEO, Foothill Securities, Inc. “Our business is becoming more complex and our ability to track and organize our data is extremely important to growing our business. In working with Investigo day to day, it only solidified our opinions of the Advisor Solution and the high level of their industry expertise.”

 

The Investigo Advisor Solution is a comprehensive and powerful accounting and reporting system enabling firms to easily manage an extensive range of investment instruments, resulting in efficiencies that allow them to grow their business without increasing overhead.

 

“Foothill Securities, Inc. mirrors the needs of many of our clients. Successful firms must organize and streamline their customer data while meeting increasingly strict regulatory demands. These issues require technology tools that can be used easily throughout the firm,” said Tom Rozman, CEO of Investigo. “Through our solution, financial advisors can generate a variety of performance and asset allocation reports on demand. This allows the financial advisors to deliver a higher level of service to their clients.”

 

About Investigo
Investigo is the most comprehensive enterprise practice management system in the financial services industry. The web-based system integrates a broad range of functions—including data aggregation, reporting, CRM, regulatory compliance and online document management—saving users time and money, as well as improving client service. Investigo clients include hundreds of major financial institutions and their advisors, such as broker/dealers, clearing firms, institutional custodians, money managers and insurance carriers. Investigo aggregates millions of accounts, representing hundreds of billions in assets under management.


Please call (952) 920-1441 or visit www.investigo.net for more information.


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