Fetter Logic and Investigo Align to Serve Broker Dealer Industry

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Two leading providers of technology solutions exclusively for the financial services industry have announced today a strategic alliance that will provide broker dealers the most comprehensive system of web-based practice management tools. The alliance between Fetter Logic and Investigo strengthens both companies’ ability to address more effectively the specialized needs of the financial broker/dealer market.

Two leading providers of technology solutions exclusively for the financial services industry have announced today a strategic alliance that will provide broker dealers the most comprehensive system of web-based practice management tools. The alliance between Fetter Logic and Investigo strengthens both companies’ ability to address more effectively the specialized needs of the financial broker/dealer market.

"Strategic alliances are an essential component of our mission to fulfill our customers’ technology requirements," said David Fetter, CEO of Fetter Logic. "Our new relationship with the provider of the fastest selling provider enables us to combine resources so we can deliver on those requirements with value-added, industry-leading solutions."

The alliance specifies marketing collaboration between the two companies, including the development of joint sales efforts and cooperative support mechanisms. The two companies will also work on providing integrated solutions for broker/dealer firms.

"Our alliance with Fetter Logic presents more sales and marketing opportunities that we can more effectively address with our combined, fully interoperable, web-based system and tools," said Tom Rozman, CEO of Investigo. "More importantly, our customers and strategic partners will have access to an even more robust, proven technology solution."

About Fetter Logic

Fetter Logic is the premier full service provider of advanced technology solutions exclusively for the financial services industry. Providing web-based applications, Fetter Logic supports both retail and institutional broker dealers. Applications include commission, compliance, and Query applications. Fetter Logic’s customers numbering over 150 include clearing firms and prominent retail and institutional broker dealers. For more information, call (866-675-1021) or visit http://www.fetterlogic.com.

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 http://www.investigo.net.

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Dale Jones
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