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 the Investigo® SMARTDATA Advisor platform. In one easy-to-use Web-based platform, you’ll have access to a a powerful array of tools for data aggregation, data mining, Client reporting, client relationship management, and practice management.
A Single 360° Client View
You gain a single view of all of your Clients’ insurance (fixed & variable) policies and investments 24 x 7 presented in easy to navigate screens and graphically-rich reports as well as a configurable Client portal—eliminating the need to navigate through multiple applications populated by disparate 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 acquires, consolidates,reconciles, and scrubs client data on a daily basis.
You enjoy fingertip access to the information you need with a variety of configurable, customizable reports, including portfolio appraisals, performance at a variety detail levels with cost basis information and flexible benchmarking, asset allocation, and many more.
Better Use of Your Valuable Time
Our user-friendly interface lets you get up and running quickly. Our automated tools, such as the Auto Grouper for building Households, with ‘drag ‘n drop’ editing, scheduled reporting with e-mail reminders, and lots of other tools can eliminate manual work normally encountered in managing your book-of-business. Now you can spend less time on administrative tasks—and more time on marketing and client meetings.
To speak with our experts, call us or fill in the form below.
Thank You We will contact you as soon as possible.
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.