The Investigo Enterprise Solution provides web-based enterprise data consolidation from multiple sources, including back office systems, into a central repository. The Investigo Enterprise Solution aggregates client account, position and transaction data to provide accurate and reliable information to all applications across the enterprise.
Consolidated Client View
A client-centric view of holdings by consolidating information from multiple sources into a single web-based data repository is critical for financial organizations. Client, account and position data are aggregated from back-office or other internal third party systems and used to provide information for front office wealth management applications such as portfolio management, CRM and trade execution.
Improved ROI
Consolidated data into a single web-based repository feeds front facing wealth management applications, resulting in fewer errors and reduced cost. Order management and portfolio applications are automatically loaded with accurate data and straight-through processing, reducing re-keying of critical client, account or position information.
Mitigate Compliance and Regulatory Risk
The Investigo Enterprise Solution stores historical data and is able to maintain a “point-in-time” view of client, account, position and transaction information, providing a full audit trail and supporting compliance and regulatory reporting.
Spend more time on selling and client management
Users report saving up to one day per month on administrative functions and increasing revenues with additional time for selling and marketing.
Save money
Investigo integrates a comprehensive array of mission-critical applications, all at a fraction of the price of most other systems. Because all platforms are provided as a web-based subscription service, it eliminates the need to purchase and maintain multiple software packages.
