Investigo Provides Industry's First Practice Management System that Integrates Comprehensive Financial and Insurance Data for Broker Dealers.MINNEAPOLIS -- Investigo--provider of the financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. industry's most advanced practice management system--announced today that it has formalized for·mal·ize tr.v. for·mal·ized, for·mal·iz·ing, for·mal·iz·es 1. To give a definite form or shape to. 2. a. To make formal. b. an agreement with Allianz Life Insurance Company of North America North America, third largest continent (1990 est. pop. 365,000,000), c.9,400,000 sq mi (24,346,000 sq km), the northern of the two continents of the Western Hemisphere. in which Investigo will integrate detailed insurance data from the firm with investment information for USAllianz Securities(R), a broker dealer subsidiary of Allianz Life Insurance Company of North America. The agreement represents the first time any practice management system will integrate comprehensive financial and insurance information. Investigo CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. Tom Rozman cited results of an investment industry survey that his firm conducted last fall. "Broker dealers are starving for information and must have a way to track the sales of insurance products through their firm." By bringing information into its data warehouse, Investigo enables USAllianz Securities registered representatives to log on from anywhere to access a client's entire portfolio. According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. USAllianz Securities Director of Business & Technology Integration Mark Welton, "The integration provided by Investigo streamlines the process and provides an asset to our registered representatives, who will automatically have a consolidated view of their clients' portfolios without manually entering insurance data." Investigo's DTCC-formatted feed will automatically integrate contract and policy information, greatly reducing the need for manual input, providing reps with a cost-effective practice management tool which now integrates a significant block of their assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. . Unlike competitive systems, Investigo is built with an intuitive understanding Intuitive understanding is comprehension without any necessary contemplation or explanation. When designing products it is useful to think as the "naïve user", someone who will use the product but has no knowledge of how to use it. of the hierarchy in a broker dealer organization and can easily provide management with different levels of access to the information they need. About Investigo: Investigo offers the most comprehensive practice management system in the financial advisory industry. Advisors using Investigo spend more time with clients and less on administrative functions; improve client service with more accurate consolidated reporting; and save money by reducing the number of software packages they need to buy and maintain. Investigo's web-based platform integrates a broad range of practice- management applications--including data aggregation, reporting, CRM (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization. , compliance and online document management--all at a significantly lower price than competitive products. In addition, Investigo has partnered with best-in-class software vendors like Morningstar, MoneyGuidePro and LaserApp. Headquartered in Minneapolis, Investigo downloads data for thousands of advisors and millions of accounts representing several billion in assets under management. For more information, call (952) 920-1441 or visit www.investigo.net About Allianz Life Insurance Company of North America: Founded in 1896 and based in Minneapolis, Allianz Life Insurance Company of North America is a leading provider of fixed and variable annuities Variable annuities Investment contracts whose issuer pays a periodic amount linked to the investment performance of an underlying portfolio. , life insurance policies, long term care insurance products, and health excess of loss insurance products in the United States. Allianz Life Insurance Company of North America is one of the primary companies of Allianz AG. Allianz AG employs over 177,000 people worldwide. |
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