Performance & Data Aggregation

Performance Analytics

Powerful performance calculation engine to deliver real-time performance analytics and reporting to advisors and investors.

Investigo® Advisor

With Investigo Advisor, you get a single 360° view of all your client data in applications of your choice, along with easy-to-use dashboards, powerful data aggregation tool, customizable reports, CRM and online document & practice management.

Investigo® Enterprise

Aggregate client, account, position, and transaction data to provide accurate and reliable information to all applications across your enterprise.

Investigo® Integrated Data Model

Investigo SMARTDATA Advisor platform provides advisors a single 360° client data view with a range of configurable, customizable reports.

Contact us Blue Arrow Right

To speak with our experts, call us or fill in the form below.

* Please select one:

* Indicates a required field

News & Related Content

Is Your Mutual Fund Data Right?

FundPOINT® delivers the most comprehensive and accurate mutual funds rules from the definitive source: the SEC’s EDGAR system. This provides the capability to extract, organize, and maintain information at the share class level into fund-specific “compliance envelopes” – linking key compliance data to the source documents filed on EDGAR.

Product Insight
FundPOINT® Suite

A Data and Desktop Solution that's accurate, comprehensive and EDGAR-sourced.

Product Insight
Prospectus Express

A “best-in-class” e-delivery compliance document fulfillment solution with daily EDGAR updates.

Top of Page