Investigo

Investigo is a portfolio management system and client relationship management system which aggregates client positions from our custodian. It is an web-based program that runs parallel to AdvisorWeb.

The Investigo system reports include asset allocations, cost analysis, portfolio summaries, and performance reports. Client reporting can be broken into each account or presented as a household. As a CRM, Investigo allows advisors to manage their schedules, tasks, events, and to track their interaction with clients.

Investigo can be integrated with MoneyGuidePro, a comprehensive financial planning platform that is powerful and versatile.

Through The Investment Advisor Alliance, Investigo is available at a discounted price.