Investigo and Investment Scorecard Sign Strategic Partnership

26 February 2007

Collaboration integrates leading practice management systems into one for high net worth investors and their advisors

Investigo®—provider of the financial services industry’s fastest-selling practice management system—and Investment Scorecard, Inc., a provider of highly sophisticated performance analytics, policy monitoring and client reporting solutions for wealth management firms—today announced a strategic partnership under which the companies will offer integrated functionality within their respective applications, and are co-marketing the combined solution to more affluent investors and their wealth management advisors.

“The market continues to demand greater efficiency and hence, a wealth management platform that integrates front office and back office components for an end-to-end capability,” said Investigo CEO Tom Rozman. “Investigo is uniquely positioned to provide for that need in this instance with seamless functionality to Investment Scorecard for a broader range of advisory level reporting capabilities that is truly best of breed.”

Investigo is a fully-integrated, web-based practice management system with an open architecture that allows integration with best-in-class software applications, while providing enterprise-level data aggregation and standardized portfolio accounting and reporting. Investigo saves financial advisors valuable time and money by providing an integrated portal for asset tracking, client management and regulatory compliance.

Investment Scorecard provides outsourced wealth analytics, performance measurement and client reporting, as well as insurance and investment policy monitoring solutions to help wealth advisors monitor investment portfolios and manage risk. Over 720 financial institutions and thousands of wealth advisors and portfolio managers leverage Investment Scorecard solutions to communicate performance to their clients.

“Investment Scorecard’s features are highly complimentary to Investigo’s capabilities, making this a natural alliance,” said Investment Scorecard president and CEO Joe Maxwell. “We have unified Investigo’s powerful practice management system and data consolidation engine with our sophisticated reporting, analytics and performance management capabilities to deliver a platform that is ideally suited to the high net worth marketplace.”

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