How is Investigo different from the competition?
Investigo has the proven technology and experience.
Investigo’s web-based practice management system provides an unprecedented combination of financial management, sales/marketing productivity, and regulatory compliance tools in a single system with features that dramatically reduce operating costs and increase productivity.
Investigo integrates the broadest range of core practice management functionality into one integrated, easy-to-use system.
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What benefits do you realize when you use Investigo’s solutions?
A few of the benefits include:
- increased productivity and efficiency
- you are able to focus on what your client data tells you, not the process of getting it in the first place
- Investigo downloads, consolidates, updates and reconciles client data automatically
- reporting is smart and easy
- you can build client satisfaction through proactive communication
- you can decrease administration by automating and streamlining the workflow process
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What are the benefits of the Investigo Data Model Solution?
- we don’t pass along the data problems to you
- Investigo provides a web-based data model that is open and comprehensive
- Investigo has Patent-pending technology that is solely focused on data aggregation and data quality
- Investigo’s hierarchy is built to work with existing systems to provide the highest quality information
- the application takes advantage of the latest web technologies and innovations
- the solution is focused on helping with Audits and requests
See the Data Model Solution here.
Can the Investigo Wealth Management Platform solutions be used independently?
Yes, each of the Investigo Wealth Management Platform solutions can be deployed independently to complement your existing system, or implemented as a powerful, integrated platform.
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What should I do if I have additional questions?
Please feel free to contact us at (952) 920-1441.
