Who We Are
Investigo was formed in 2001 by financial advisors who were frustrated by the lack of easy-to-use and accurate practice management tools. Their collaboration resulted in a revolutionary view of how to build a data consolidation and reporting platform that’s fast, accurate and hassle-free. Today, the Investigo Wealth Management Platform is recognized as providing reliable solutions to investment professionals and management organizations of all sizes.
Through the Investigo Wealth Management Platform, financial institutions and financial advisors can increase their productivity and deliver better service to their clients by spending less time managing client data and spending more time building relationships. The web-based Wealth Management Platform integrates a broad range of functions—including portfolio management, data aggregation, reporting, CRM, regulatory compliance and online document management.
A few of the benefits of the Investigo Wealth Management Platform include:
- increased productivity and efficiency.
- saving users time and money.
- the ability to focus on what your client data tells you, not the process of getting it in the first place.
- downloading, consolidating, updating and reconciling client data automatically.
- creation of a wide variety of standard reports, such as asset allocation, client performance, performance history and billing statements— and customized reports.
- improving client satisfaction through proactive communication.
- improving client service by providing advisors with a true practice level view of the client wealth they manage.
- decreasing advisor administration by automating and streamlining the advisory workflow process.
- fostering better advisor practices by consistently applying client investment and communication policies firm wide.
