SOURCE: Investigo

April 19, 2007 06:00 ET

PKS Investments Chooses Investigo for Securities Data Aggregation

Support for Broad Range of Securities Streamlines Data Collection and Reporting for Broker/Dealer's Back-Office Operations

MINNEAPOLIS, MN -- (MARKET WIRE) -- April 19, 2007 -- Investigo® -- provider of the financial services industry's fastest-selling practice management system -- today announced that Purshe Kaplan Sterling (PKS) Investments -- a leading NASD-registered broker/dealer headquartered in Albany, N.Y. -- has selected Investigo's robust practice management system. Key to the decision was Investigo's ability to efficiently centralize the back-office data collection and reporting of performance information for the expansive array of securities products sold by all PKS investment executives and RIAs.

"Our advisors are authorized to sell virtually any registered security product on the market, giving our clients tremendous investment flexibility, but creating the need for a sophisticated data aggregation and performance reporting capability," said J. Peter Purcell, CEO for Purshe Kaplan Sterling Investments. "Investigo's practice management system has dramatically improved the accuracy and efficiency of these back-office operations with its integrated software suite and its ability to consolidate data for the industry's most extensive range of securities products."

Founded by a team of former investment advisors dedicated to building a better practice management system, Investigo was the first company to integrate comprehensive financial and insurance data for broker/dealers. By partnering with many of the industry's top providers of software and securities performance data, via an open and integrated software platform, Investigo simplifies many of the complexities associated with managing client portfolios. With enterprise-level data aggregation and industry-leading portfolio management and reporting, Investigo is the top choice among broker-dealers and investment professionals seeking to optimize productivity and streamline operations.

"PKS Investments has built a highly successful brokerage by creating an environment where investment executives can concentrate on best serving their clientele," said Investigo CEO Tom Rozman. "Their commitment to utilizing cutting-edge technology to empower their advisors to sell an incredibly diverse array of investment products makes this a natural partnership for both organizations."

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

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    KC Associates, LLC
    (952) 233-0346
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