Enterprise Data Consolidation through Investigo®

Broadridge’s Investigo® Smart Data™ solutions let your organization create a single, consolidated source for high-quality data—then helps you turn that data into actionable intelligence easily accessible across your entire enterprise.

Data you can trust

You need complete, reliable transactional data to inform your decisions and drive critical front to back-office applications. Investigo’s Independent Data Model features powerful data quality profiling, cleansing, matching, and monitoring capabilities in a single, easy-to-use database solution. It delivers high-quality, well-structured data that can help you:

  • Build reports within hours instead of months
  • Focus on mining the data, rather than managing and auditing it
  • Improve customer service
  • Increase confidence and reduce regulatory risk
  • Provide complete and accurate data to enable better decision-making

Enterprise-wide consolidation

Investigo empowers your entire organization to make the most profitable use of information. Its Smart Data Enterprise Solution integrates data from multiple clearinghouses, custodians, back office systems and other sources into a central repository. It also offers a patented process that creates a complete picture of your clients’ financial lives by aggregating client information from thousands of sources, including insurance, brokerage and mutual funds.

Then, Investigo leverages reliable, accurate information to all applications across your enterprise—including portfolio management, CRM and trade execution systems—and provides a full audit trail for regulatory reporting.

Enhanced advisor productivity

Investigo Smart Data™ Advisor Solution combines data aggregation with powerful reporting and practice management tools into one easy-to-use, web-based platform that frees advisors to focus on growing their businesses. 

Smart Data provides a 360 view of all clients’ assets 24 x 7, eliminating the need to navigate through multiple data sources. Our patented process consolidates client information from thousands of sources, including insurance, brokerage and mutual funds. A variety of configurable, customizable reports give your advisors fingertip access to all the information they need. Automatic daily downloads and updates save you valuable time and resources.   Now your advisors can spend less time on administrative tasks—and more time serving their clients. 


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