Investigoâprovider of the financial services industryâs fastest-selling practice-management systemâannounced today that OneAmerica Financial Partners, Inc., a stock subsidiary of American United Mutual Insurance Holding Company (AUMIHC), has signed an agreement with Investigo for a web-based data consolidation and reporting software solution that will support its entire broker/dealer network.
âInvestigo will provide the functionality, marketing tools and compliance reporting necessary to meet the demands of this highly regulated industry,â said Nick Filing, president, OneAmerica Securities. âThe tools will not only help our reps do a better job of selling but also help us in our recruitment efforts.â
Investigo's web-based practice-management system provides an unprecedented combination of financial management, sales/marketing productivity, and regulatory compliance tools in a single system with features that could dramatically reduce operating costs and increase productivity.
Investigo CEO Tom Rozman said, âInvestigo integrates the broadest range of core practice-management functionality into one integrated, easy-to-use system. The need for organizations to streamline practice management and provide exceptional client service has made Investigo the system of choice for broker/dealers.â