Broadridge’s Investigo® Advisor Solution

Superior Practice Management and Client Service

Broadridge’s Investigo Advisor Solution provides financial advisors with an unprecedented combination of portfolio management, sales and marketing productivity, and flexible reporting options in a single platform. Most importantly, you can focus on growing your business, instead of spending time accumulating and managing data.

Easy-to-use Dashboards

The easy-to-use dashboards turn client information into intelligence, giving you the critical insight you need to help your clients achieve their financial goals. The dashboards deliver actionable, comprehensive and clear information allowing you to access client contact information or click to any level of portfolio detail in a simple, intuitive way.

Experience and Proven Technology

Financial professionals have complex data needs. To succeed in this environment, you need a proven technology platform. Broadridge’s Investigo has served major financial institutions, including broker-dealers, clearing firms, institutional custodians, money managers and insurance carriers for years.

KEY BENEFITS

• Single View.
  Investigo provides a single view of all of your clients’ assets, 24 x 7. You no longer have to navigate through multiple outsourcing solutions and data providers to get integrated information.


• Several Functions, One Solution.
  Investigo integrates a broad range of functions including data aggregation, reporting, Customer Relationship Management (CRM), and online document management, saving you time and money.


• User-Friendly.
  Investigo is intuitive and easy-to-use. We know you can’t spend weeks trying to learn a new system. Our support and training team will have you up and running quickly and easily.


• Focus on the Data, Not the Process of Retrieving It.
  Investigo’s powerful data aggregation tool downloads, consolidates, updates and reconciles client data automatically, on a daily basis, saving you time and resources.


• Flexible Reporting.
  Investigo’s customizable reports include client performance, asset allocation, performance history, holdings, transactions, benchmarking, cost basis, and more.


• Data Integrity.
  Investigo’s proven and industry leading reconciliation processes and data quality metrics help firms maintain data integrity.