See All of Your Client Information, All in One Place
You can spend less time managing client data—and more time making use of it—with Investigo®’s Smart Data™ Advisor Solution. In one easy-to-use web-based platform, you gain a powerful array of tools for data aggregation, reporting, client relationship management (CRM), online document management and practice management.
A Single 360° Client View
You gain a single view of all of your clients’ assets 24 x 7 presented in the applications of your choice—eliminating the need to navigate through multiple data sources.
Timesaving dashboards turn client information into actionable intelligence. You can access contact information at a glance, or click down to any level of portfolio detail in a simple, intuitive way.
Accurate, Timely Data
You can feel confident in the quality of your data. Our powerful data aggregation tool automatically downloads, consolidates and reconciles client data on a daily basis.
You enjoy fingertip access to the information you need with a variety of configurable, customizable reports, including client performance, asset allocation, performance history, holdings, transactions, benchmarking, cost basis and more.
Better Use of Your Valuable Time
Our user-friendly interface lets you get up and running quickly, while our automated tools eliminate manual work. Now you can spend less time on administrative tasks—and more time on marketing and client meetings.
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