Investigo enhances practice management system

Source: Investigo

Investigo - provider of the financial services industry's fastest-selling practice management system - announced several enhancements to its comprehensive web-based system, including expanded contact information and mail-merge functionality, a new .NET architecture, and more flexible report options and formats.

According to Investigo CEO Tom Rozman, "Investigo provides the broadest range of core practice management functionality in one integrated system, and we continually look for ways to enhance our system and add new functionality that our clients request. With these latest enhancements, the Investigo system intuitively works the way advisors do."

Investigo has expanded contact information to include multiple owners, beneficiaries, individual names, unlimited addresses, telephone numbers, emails and custom attributes, further enabling advisors to track and manage client information in a central location. The new Group Organizer makes it easy for advisors to see all items in all of their groups and items that can be added to each group. It also contains market values for all accounts and account groups and provides the ability to search and sort information, mail merge, XML-out, and create and modify groups on one screen.

Commenting on the Investigo system enhancements, USAllianz Securities Director of Business and Technology Integration Mark Welton said, "We are using Investigo as the hub for the web-based, integrated advisor platform that we are creating, so it's extremely important to us that a primary technology partner is highly flexible and responsive."

The system's new .NET architecture facilitates navigation and expedites client and account searches, lists of trades, blotters and other documents. New report capabilities provide a variety of options, including cover pages, cost basis, and single or aggregated format without any set-up or configuration.

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