It’s Smarter. The Investigo model creates a unified view of the client across the entire enterprise. Investigo’s comprehensive, closed-loop system continuously gathers and catalogues information from all the system’s users – including your clients and management within your firm. 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.
It’s Easier.
The Investigo system is extremely easy to use. The system works the way you do without regard to whether the user is the client, broker, or manager. The Investigo system was initially designed by an advisor who was dissatisfied with the CRM software systems he had purchased for use in his own business. The result is a system that is fast and easy to use, with an advisor’s emphasis on production and efficiency.
It’s Less Expensive. The Investigo system can be purchased for a fraction of the price of the leading competitor’s products.
The system requires minimal up-front cost in hardware, training, and branch office roll out. The thin client Application Service Provider (ASP) business model provides a cost advantage that is attractive even in a market recession.
- Online Document Storage / Imaging
- Contact Management
- Account Aggregation
- Work Flow / Process Management
- Calendar Management
- Integration with Laser App®
- Integration with Morningstar® Principia Pro® and Advisor Workstation®
- Integration with MoneyGuidePro™
- Integration with AdvisoryWorld
- Presentation Quality Reports
- Custom Account Creation
To learn more about the services available through Investigo, click here.
If you would like to learn more about Investigo or receive a demo please, contact us at 800-720-4003.