Investigo - provider of the financial service industry's most advanced practice management system - announced today an agreement with Sunset Financial Services (SFS) in which the broker dealer will offer Investigo's web-based data consolidation and reporting software to its 600-plus registered representatives.
This is the fifth life insurance-owned broker/dealer organization to choose Investigo.
Explaining his firm's decision, SFS President Bruce Olberding said that a long-term relationship was very important to his firm. "We were impressed by Investigo's deep experience in the investment advisory industry. These are people who have been in the business and understand it - the kind of vendor we wanted to partner with. And one of our other respected partners strongly recommended Investigo."
Olberding added, "Our search for the best system revealed that Investigo's web-based platform integrates the broadest range of core practice management functionality into a single system at a significantly lower price than other systems. Its tools, like Morningstar, MoneyGuidePro and LaserApp, will also help us provide our investment advisors with technology that enhances their competitive position and credibility while offering exceptional service to clients. In addition, Investigo's Compliance Dashboard provides us a way to automate surveillance and continue to remain current with the ever-changing regulatory environment."
Investigo's comprehensive functionality and attractive pricing make it the financial service industry's leading platform, eliminating the need for advisors to purchase and maintain multiple systems. It automatically updates, consolidates and reconciles client data, and it provides a single portal for asset tracking, client management and regulatory compliance-streamlining practice management and enabling better client service.
Investigo CEO Tom Rozman said, "For years, Investigo has been the system of choice for traditional registered reps and RIAs. This deal with SFS and our ongoing expansion in the life-based market confirm that Investigo is also the most comprehensive practice management system available for life insurance- based advisors."