Advisors · Platform
The technology behind an Investco practice
One place for client records, cases, documents and reporting — connected to the client portal your clients use.
Platform capabilities
Client records
A complete household view: policies, accounts, documents, notes and activity in one file.
Case tracking
Applications and service requests tracked from submission through to placement.
Document management
Secure storage with versioning, so the current document is always identifiable.
Reporting
Practice reporting on production, pipeline and servicing activity.
Client portal
Your clients get secure access to their documents and plan, branded to Investco.
Advisor site
A professional advisor page so prospective clients can find and contact you.
Built with controls
Permissions
Access is scoped to the clients an advisor or assistant is responsible for.
Audit trail
Record changes and access are logged.
Data protection
Client information is handled under a documented privacy framework.
See the platform
We'll walk you through it with your own questions in mind.