Investigo

Wealth Management Software

Investigo was formed in 2001 by financial advisors who were frustrated by the lack of easy-to-use and accurate practice management tools. Their collaboration resulted in a revolutionary view of how to build a data consolidation and reporting platform thatâ€s fast, accurate and hassle-free. Today, the Investigo Wealth Management Platform is recognized as providing reliable solutions to investment professionals and management organizations of all sizes.