SOURCE: Investigo

May 03, 2007 06:00 ET

Investigo Inks Deal With OneAmerica for Expanded Enterprise Data Management

Industry's First System to Integrate Traditional Financial Services Products With Insurance Data Affirms the Power of Consolidated Data for Practice Management

MINNEAPOLIS, MN -- (MARKET WIRE) -- May 3, 2007 -- Investigo® -- provider of the financial services industry's fastest-selling practice management system -- announced today that OneAmerica® Securities, Inc., a leading financial services institution headquartered in Indianapolis, has tapped Investigo to provide a fully integrated solution to support both financial and insurance product data for its network of over 600 representatives.

In September 2006, OneAmerica signed an agreement to deploy Investigo's practice management system as a key service component for its registered representatives. Since that time, Investigo has developed and continues to enhance its industry-first capability to integrate insurance data into its robust practice management system. Today's announcement reflects Investigo's industry leadership position and OneAmerica's desire to equip their 600 advisors with this comprehensive view of all of their clients' disparate transactional data.

"OneAmerica is committed to providing our representatives with a robust set of tools, systems and support services that simplify administration and empower them to focus on serving their clients," said Nick Filing, president, OneAmerica Securities. "We chose Investigo back in September because their solution offered the right combination of features, flexibility and value to help us achieve that objective. Investigo's newly integrated support for insurance products represents a quantum step forward in our quest to deliver the ultimate turnkey solution."

"Our relationship with OneAmerica works because both organizations share a common vision for the ultimate practice management system -- value-added simplicity," said Tom Rozman, CEO for Investigo. "Each of us is committed to constantly adding new functionality, like our recently announced insurance data integration capability, while maintaining a focus on simplifying the lives of financial advisors through the intelligent and efficient use of technology."

About OneAmerica

OneAmerica Financial Partners, Inc. is headquartered in Indianapolis, Ind. Its companies can trace their solid foundations back more than 125 years in the insurance and financial services marketplace.

OneAmerica's nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other clients. These products include retirement plans, products, and services; individual life insurance, annuities, and long-term care solutions; and employee benefits. The goal of OneAmerica is to blend the strengths of each company to achieve greater collective results.

The products of the OneAmerica companies are distributed through a network of employees, agents, brokers and other distribution sources who are committed to maximizing value to policyholders by helping them plan to meet their financial goals.

We deliver on our promises when customers need us most.

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 for more information.

Contact Information

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