Workman Securities deploys Investigo's practice management system
17 May 2007 | 1778 views | 0
Investigo - provider of the financial services industry's most comprehensive enterprise practice management system - announced today that Workman Securities Corporation, a leading Midwestern full-service broker/dealer, has selected Investigo to provide robust client management and reporting services for its rapidly expanding nationwide team of registered representatives.
Founded in 1993 in Minneapolis and a member of the National Association of Securities Dealers (NASD), Workman Securities Corporation offers wealth management products and services to individual investors through its growing network of over 200 financial advisors. To meet the diverse and changing needs of investors, Workman Securities offers a comprehensive portfolio of financial products, including stocks, bonds, mutual funds, variable life and annuities, and more. With such a broad offering of financial services, Workman focuses on providing its representatives with a suite of highly efficient support services and automated systems, such as Investigo's web-based practice management system.
"Our vision is to empower our representatives with the highly professional products, tools, and infrastructure needed to deliver exceptional client satisfaction and financial performance - accurately and efficiently," said Robert Vollbrecht, president of Workman Securities. "The features, pricing model and level of integration their system offers convinced us that Investigo understands the keys to success in this industry."
"As a team of former financial advisors ourselves, we fully recognize that representatives must focus on client-facing activities, not back-office administration, in order to succeed," said Tom Rozman, CEO for Investigo. "We've designed our practice management platform from the ground up to offer a unified view of the data and tools advisors need for professional client management. The leadership at Workman Securities understands that Investigo's system will be key to achieving the goals of its representatives and their investment clients."