Data Aggregation – Investigo

Investigo is a web-based system that integrates a broad range of functions including data aggregation, reporting, CRM, regulatory compliance and online document management into a single platform, saving firms time and money.

This unprecedented combination of portfolio management, enterprise-wide data consolidation, performance reporting, and regulatory compliance tools are powered by the Investigo Data Model (IDM). Most importantly, this powerful engine is highly scalable and can be integrated into any proprietary or third party software product, providing you with new levels of client service, cost reductions and the ability to generate additional revenue.

BENEFITS

Single View. Investigo provides a single view of all of your clients’ assets, 24 x 7. No longer do institutions and advisors have to navigate multiple outsourcing solutions and data providers to get integrated of information from across systems.

Several Functions, One Solution. Investigo integrates a broad range of functions including data aggregation, reporting, CRM, regulatory compliance and online document management, saving you time and money.

User Friendly. Investigo is very intuitive and easy to use. We know you cannot spend weeks trying to learn a new system. Our support and training team will have you up and running quickly and easily.

Focus on the Data, Not the Process of Retrieving It. Investigo’s powerful data aggregation tool downloads, consolidates, updates and reconciles client data automatically, on a daily basis.

Flexible Reporting. Investigo’s customizable reports include client performance, asset allocation, performance history, holdings, transactions, benchmarking, cost basis, and more.

Data Integrity. Investigo’s proven reconciliation processes and data quality metrics ensure data integrity.

Reporting is Easy: Investigo creates a wide variety of standard reports, such as asset allocation, client performance, performance history and billing statements— and customized reports based on your preference and your clients’ needs.

SOLUTIONS

Our comprehensive solutions support the:

Enterprise: data consolidation, firm hierarchy, Morningstar Asset Classification Schema, account
executive, implementation and production support services, and home-office training.

Advisor: CRM, performance reporting, client access, Morningstar Asset Classification Schema, front line customer support and access to production support, and continual training availability.

Compliance Dashboard: a case management tool that identifies potential problems and applies a severity code, enabling users to quickly identify problems, Customized Reporting Services, document indexing and storage, enterprise level ARM (advisor resource management, CRM) and workflow.