âIn a head-to-head comparison, Investigo beat Albridge,â said Wilbanks Securities CEO Aaron Wilbanks. âOur advisory council, made up of 15 small and large producing advisors, unanimously selected Investigo as the practice management system of choice. Investigo provides the broadest range of core practice management functionality in one integrated system. With data consolidation, client report management, money management modeling and a client contact management system, Investigo is the complete package.â
Investigoâs comprehensive functionality and attractive pricing make it the financial service industryâs leading platform and eliminate the need for advisors to purchase and maintain multiple systems. It automatically updates, consolidates and reconciles client data, and it provides a single portal for asset tracking, client management and regulatory complianceâstreamlining practice management and enabling better client service.
Investigo is built on a sophisticated hub-and-spoke model. The hub is a powerful data warehouse and practice management system that compiles and aggregates data from multiple sources, including institutional custodians, clearing firms, third-party money managers, mutual funds and insurance carriers. The spokes of the Investigo system are all the value-added applications advisors need to run a practice, such as financial planning, estate planning and research. Investigo partners with industry-leading vendors like MoneyGuidePro, Laser App and Morningstar to provide advisors with best-in-class software for all those applications. And because Investigo is a web-based application, it costs a fraction of other products and requires minimal up-front cost in hardware, training and branch office rollout.
âInvestigoâs practice management system will enable Wilbanks Securitiesâ financial advisors to generate on-demand, personalized performance reports on client accounts and a consolidated view of their clientsâ net worth,â said Investigo CEO Tom Rozman. âInvestigo provides the model and functionality advisors need to do their job right.â