General Info

Investigo Corporation, founded in 2001, provides Investigo software, which is a portal for asset tracking, client management and regulatory compliance. Investigo is a comprehensive enterprise practice management system in the financial services industry. It is a Web-based system that includes a wide range of functions, including data aggregation, reporting, customer relationship management, regulatory compliance and online document management services. It also offers various training programs and courses that include creating manual accounts and securities, using household groups and reports, and mail merge and other advanced functions. Investigo Corporation s clients include various financial institutions and their advisors, such as broker, dealers, clearing firms, institutional custodians, money managers and insurance carriers. The corporation is based in Edina, Minn.