Whether you are a Broker Dealer, Registered Investment Advisor, Registered Representative or Bank or Asset Manager Investigo understands your business.
Investigo has successfully worked with clients that span an array of markets of varying size from start-up to the Fortune 500. Our focus allows us to provide specialized talent, resources, experience, and market expertise other companies can't match.
Through years of industry experience and disciplined effort, we've come to understand these markets from the inside out.
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The Investigo Enterprise Wealth Management Platform is the solution you are looking for.
The Investigo Enterprise Wealth Management Platform allows you to transform your business capabilities to achieve strategic advantage. This platform offers powerful core financial and practice management features and built-in application development capabilities—all seamlessly integrated into one high-performanceweb-based system consisting of the:
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Business Value
Successful firms recognize a wise investment in technology can increase productivity and reduce costs. An investment in next-generation technology is a competitive necessity. Investigo’s advanced integration architecture allows you to:
improve productivity and profitability.
create a unified view of all client data, including contact, task and calendar management in one easy-to-use web interface.
download, consolidate, update and reconcile client data automatically.
create a wide variety of standard reports, such as asset allocation, client performance, performance history and billing statements.
automate compliance - automatically store trades and transactions and easily create blotters and ledgers for compliance with NASD and other supervisory regulations.
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