Leverage Investigo to consolidate client data across sources into one user-friendly online
hub leveraging our 700 pre-existing file feeds. This single, reliable data source instantly provides a complete view of clients’ holdings. Plus, built-in client facing reports and practice management tools scrub and reconcile data, virtually eliminating the need for manual data entry.
Get a complete view of your clients’ holdings across asset classes. Use this information to create high-quality performance reports, asset allocation models, and charts for holdings and transactions. Instead of wasting time entering data manually, you—and the technology resources you rely on such as your CRM system—can access your data more completely, more quickly, and more efficiently.
- Convenient user-friendly dashboard
- Easy integration with preferred technologies (such as CRM and financial planning software)
- Document Storage
- Transparency into client holdings including banking, brokerage, insurance, trust, and 401(k) account positions
- Report library offering nearly 3 dozen client facing reports
- Proprietary “Auto-Grouper” functionality, quickly organizes households
Just $200/Month – Call: (800) 550-6831 x 1