SOURCE: Investigo

April 12, 2007 08:23 ET

Essex National Securities Selects Investigo Practice Management System

Integrated Software Suite and Data Aggregation Are Key Drivers in Achieving Superior Customer Support Goal

MINNEAPOLIS, MN -- (MARKET WIRE) -- April 12, 2007 --Investigo® -- provider of the financial services industry's fastest-selling practice management system -- announced today that Essex National Securities, Inc., a broker/dealer and leading financial services program manager, has chosen Investigo's comprehensive practice management platform as the underlying technical foundation to support its network of financial institutions.

Essex National Securities was acquired in 2006 by Addison Avenue Financial Partners, a leading investment services program manager and a subsidiary of the Addison Avenue Federal Credit Union. Together, the organizations deliver a turnkey solution to banks and other financial institutions through which these institutions market a broad array of financial services and related support services to their customers. Investigo's web-based practice management system provides a complete suite of software and data aggregation capabilities to the representatives of these financial institutions as they provide day-to-day investment assistance to their clients.

"Our core differentiator in the market is the total product, service, training and support package we deliver to our financial institutions," said Keith Weber, managing director of sales and marketing for Essex National Securities. "In today's world, the representatives of these organizations need a powerful, integrated system to provide the highest levels of customer service, and Investigo has created a truly unmatched platform for allowing us to achieve that level of support."

"We've designed our system from the ground up to provide financial advisors with easy access to robust integrated systems and financial data so they can simplify administration and focus on exceptional customer support," said Tom Rozman, Investigo's CEO. "When combined with Essex's powerful services and support, I'm confident this partnership will deliver exceptional results for their financial institutions."

About Essex National Securities

Essex National Securities, Inc. (ENSI), member NASD/SIPC, is located in Napa, Calif. Established in 1989, ENSI is a subsidiary of Addison Avenue Financial Partners, LLC and offers a practical and comprehensive solution to banks that wish to provide registered investment products and services to their customers. Additional information on Essex National Securities, Inc. is available at www.ENSInet.com.

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 and 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.

Contact Information

  • Contact:
    Jennifer Schwegman
    KC Associates, LLC
    (952) 233-0346
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