SOURCE: Investigo

September 19, 2006 07:00 ET

Investigo Signs Deal With OneAmerica for Practice Management System to Support Broker/Dealer Network

Sophisticated Tools and Compliance Reporting Key to Selection

MINNEAPOLIS, MN -- (MARKET WIRE) -- September 19, 2006 --Investigo -- provider of the financial services industry's fastest-selling practice-management system -- announced today that OneAmerica Financial Partners, Inc., a stock subsidiary of American United Mutual Insurance Holding Company (AUMIHC), has signed an agreement with Investigo for a web-based data consolidation and reporting software solution that will support its entire broker/dealer network.

"Investigo will provide the functionality, marketing tools and compliance reporting necessary to meet the demands of this highly regulated industry," said Nick Filing, president, OneAmerica Securities. "The tools will not only help our reps do a better job of selling but also help us in our recruitment efforts."

Investigo's web-based practice-management system provides an unprecedented combination of financial management, sales/marketing productivity, and regulatory compliance tools in a single system with features that could dramatically reduce operating costs and increase productivity.

Investigo CEO Tom Rozman said, "Investigo integrates the broadest range of core practice-management functionality into one integrated, easy-to-use system. The need for organizations to streamline practice management and provide exceptional client service has made Investigo the system of choice for broker/dealers."

About OneAmerica

OneAmerica Financial Partners, Inc., is a stock subsidiary of American United Mutual Insurance Holding Company (AUMIHC), headquartered in Indianapolis, Ind. OneAmerica's nationwide network of companies and regional offices offers life insurance, retirement benefits and employee benefits to individuals and businesses. With over $17 billion in assets, some OneAmerica companies have been serving in the insurance and financial services marketplace for more than 125 years. OneAmerica was created on Dec. 17, 2000, and converted American United Life Insurance Company® (AUL) to a mutual holding company. OneAmerica Securities, Inc., is a full-service broker/dealer and registered investment advisor that is a wholly owned subsidiary of AUL. OneAmerica Financial Partners, Inc. is not a licensed insurance company.

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, 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 dollars in assets under management. For more information, call (952) 920-1441 or visit www.investigo.net.

Contact Information

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