Web-Based System
The web-based system integrates a broad range of functions including data aggregation, reporting, CRM, regulatory compliance and online document management saving you time and money.
Data Aggregation
Focus on what your client data tells you, not the process of getting it in the first place. Investigo’s powerful data aggregation tool downloads,
consolidates updates and reconciles client data automatically.
Data Integrity
Ensure data integrity with proven reconciliation processes and data quality metrics.
Reconcile client account data from hundreds of different sources.
Reporting
Reporting is easy. Investigo creates a wide variety of standard reports, such as asset allocation, client performance, performance history and billing statements— and customized reports based on your preference and your clients’ needs.
Compliance
Automated regulatory compliance achieved through automatic electronic storage of all trades and transactions and quick, easy creation of blotters and ledgers.
Communication
Build client satisfaction through proactive communication and Customer Relationship Management (CRM).
Single View
Investigo provides a single view of all of your clients’ assets.
The Investigo Advisor Solution facilitates the transfer of data from third-party applications to coordinate essential technology functions in a web-based environment.
