Advisor platform
The tools and support behind an Investco practice
A purpose-built advisor workspace that brings client records, operations, compliance and automation into one place — with a support team that carries the administrative load.
What the platform includes
Client records
A single view of each household: policies, accounts, documents, notes, net worth and activity history.
Case tracking
Applications, illustrations and service requests tracked from start to placement.
Document management
Secure storage with versioning, so the current document is always identifiable.
Advisor site
A professional public page so prospective clients can find and contact you.
Learn moreAutomation & data layer
Investco Agent
A secure Windows connector that runs on your office computer to automate carrier portal refreshes and document retrieval.
Daily refresh
Automated checks for policy values, illustrations and in-force status across connected carriers.
Commission matching
Imported commission data matched to clients — not just payee names — with confidence scoring.
Data matching
HIGH / MEDIUM / LOW confidence matching for client records, with human review for uncertain matches.
Operations support
New business
Application review, submission and carrier follow-up through to placement.
Policy service
In-force changes, beneficiary updates and client service requests handled by our team.
Compliance structure
File standards, documentation checks and audit-ready record keeping.
Marketing support
Client-facing materials and your advisor page, consistent with Investco branding.
Getting connected
How an advisor joins the ecosystem
- Step 1
Apply
Start a confidential conversation about your practice and licensing.
- Step 2
Onboard
Contracting, platform setup and migration of your client records.
- Step 3
Connect
Install the Investco Agent on your office computer to link carrier portals.
- Step 4
Run
Use the platform for client management while operations and automation handle the back office.
Built to keep advisors with clients
Spend more time advising and less time on paperwork, carrier portals and file administration.