Investigo® data aggregation system creates a unified view of the client across the entire enterprise. Investigo’s comprehensive, closed-loop system continuously gathers and catalogues information on all of your clients’ investments. By gathering and merging all relevant client data, the system not only promotes improved client relations, it dramatically enhances cross-selling and up-selling opportunities.
Overview of Features
- Complete enterprise view of your clients ’direct or brokerage accounts
- Online document storage/imaging
- Contact management
- Custom account creation
- Online client access vault
- Account reporting
- Integration with planning, CRM and document population softwares
To learn more about the services available through Investigo, visit www.investigo.net.
If you would like to receive a demo please, contact us at 800-720-4003.