Broadridge’s Investigo® Enterprise Solution

Enterprise Data Consolidation

Broadridge’s Investigo Enterprise Solution provides enterprise data consolidation from multiple sources, including back-office systems, into a central repository. Broadridge’s Investigo Enterprise Solution aggregates client, account, position, and transaction data to provide accurate and reliable information to all applications across the enterprise.

Consolidated Client View

A client-centric view of holdings by consolidating information from multiple sources into a single data repository is critical for financial organizations. Client, account and position data are aggregated from back-office or other internal third-party systems and used to provide information for front-office wealth management applications such as portfolio management, Customer Relationship Management (CRM) and trade execution.

Better Manage Compliance and Regulatory Risk

The Enterprise Solution stores historical data and is able to maintain a “point-in-time” view of client, account, position and transaction information, providing a full audit trail and supporting compliance and regulatory reporting.

Spend More Time on Selling and Client Management

By leveraging the Investigo Enterprise Solution for increased automation, users report saving up to one day per month on administrative functions, providing additional time for selling and marketing.

Save Money

Investigo integrates a comprehensive array of mission-critical applications, all at a fraction of the price of most other systems. And it eliminates the need to purchase and maintain multiple software packages.