Investigo (http://investigo.net)— the leading provider of the web-based practice management system for broker-dealers.
United States of America (Press Release) January 23, 2008 --
MINNEAPOLIS, January 23, 2008 —Investigo (http://investigo.net)— the leading provider of the web-based practice management system for broker-dealers, registered investment advisors, clearing firms and institutional custodians announced today that Colorado-based CapWest Securities Inc. has chosen Investigo for their practice management system.
CapWest is a full-service broker dealer that operates more than 60 branch offices nationwide with over 80 licensed registered representatives. It is a member of the Financial Industry Regulatory Authority (FINRA), Securities Investors Protection Corporation (SIPC), and the Municipal Securities Rulemaking Board (MSRB).
“We searched the market for a single solution that was able to offer an unprecedented combination of financial management, sales and marketing productivity, and regulatory compliance tools for our firm,” said Dale Hall, president of CapWest Securities. “Investigo was the clear choice. They demonstrated a deep understanding of our requirements, and their integrated suite provided us with flexibility, portability and scalability.”
In view of its growth projections, CapWest wanted a robust, single solution to improve their operational efficiency while allowing the firm to continue delivering its superior level of client service.
“We are very pleased that CapWest has selected Investigo for their practice management solution,” said Tom Rozman, CEO of Investigo. “Investigo’s Practice Management System will provide CapWest with unmatched flexibility, portability and scalability. The fact that a broker dealer of CapWest’s caliber and reputation has chosen to leverage our solutions demonstrates our status as a proven provider for this market.”
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About Investigo
Investigo is the most comprehensive enterprise practice management system in the financial services industry. The web-based system integrates a broad range of functions—including data aggregation, reporting, CRM, regulatory compliance and online document management—saving users time and money, as well as improving client service. Investigo clients include hundreds of major financial institutions and their advisors, such as broker/dealers, clearing firms, institutional custodians, money managers and insurance carriers. Investigo aggregates millions of accounts, representing hundreds of billions in assets under management.
Please call (952) 920-1441 or visit www.investigo.net for more information.
About CapWest
CapWest is an Independent Broker/Dealer headquartered in Lakewood Colorado licensed to do business in all 50 states. CapWest is working from a total net worth management platform while maintaining individual needs for the clients.
CapWest is a full-service broker dealer that operates more than 60 branch offices nationwide with over 80 licensed registered representatives. It is a member of the Financial Industry Regulatory Authority (FINRA), Securities Investors Protection Corporation (SIPC), and the Municipal Securities Rulemaking Board (MSRB).
“We searched the market for a single solution that was able to offer an unprecedented combination of financial management, sales and marketing productivity, and regulatory compliance tools for our firm,” said Dale Hall, president of CapWest Securities. “Investigo was the clear choice. They demonstrated a deep understanding of our requirements, and their integrated suite provided us with flexibility, portability and scalability.”
In view of its growth projections, CapWest wanted a robust, single solution to improve their operational efficiency while allowing the firm to continue delivering its superior level of client service.
“We are very pleased that CapWest has selected Investigo for their practice management solution,” said Tom Rozman, CEO of Investigo. “Investigo’s Practice Management System will provide CapWest with unmatched flexibility, portability and scalability. The fact that a broker dealer of CapWest’s caliber and reputation has chosen to leverage our solutions demonstrates our status as a proven provider for this market.”
###
About Investigo
Investigo is the most comprehensive enterprise practice management system in the financial services industry. The web-based system integrates a broad range of functions—including data aggregation, reporting, CRM, regulatory compliance and online document management—saving users time and money, as well as improving client service. Investigo clients include hundreds of major financial institutions and their advisors, such as broker/dealers, clearing firms, institutional custodians, money managers and insurance carriers. Investigo aggregates millions of accounts, representing hundreds of billions in assets under management.
Please call (952) 920-1441 or visit www.investigo.net for more information.
About CapWest
CapWest is an Independent Broker/Dealer headquartered in Lakewood Colorado licensed to do business in all 50 states. CapWest is working from a total net worth management platform while maintaining individual needs for the clients.
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