MINNEAPOLIS--(Business Wire)--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."
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.
Investigo
Dale Jones, 303-298-9630
Copyright Business Wire 2008
