Investigo today announced a deal with Ameritrade Advisor Services whereby Ameritrade will offer Investigo's Web-based data consolidation and reporting software to Ameritrade's over 1,400 registered investment advisor clients. As part of the agreement, Investigo is building a custom interface and providing quality assurance services for Ameritrade Advisor Services.
   Investigo's platform integrates a number of key practice management features. It automatically updates consolidates and reconciles client portfolio data; and it provides a unified portal for asset tracking, client relationship management and regulatory compliance.
   Ken Himmler, CEO and owner of Integrated Asset Management, LLC in Sarasota, FL has been using Investigo for over a year. "I originally read about Investigo in Virtual Office News and I signed up shortly thereafter" he said. "Since that time, we've been able to reduce staff and office space by over 50%, while increasing profit margins over 30%. We've also completely changed our processes, so that we can now devote more time client service. Investigo has had a huge positive impact on our practice".
   According to James Wangsness, senior vice president of Ameritrade Advisor Services: "A growing number of savvy advisors want to leverage technology to streamline their client management, and Ameritrade Advisor Services is constantly looking for tools to help them. We are impressed not only with Investigo's capability, but also with its attractive pricing. We're confident it will save our advisor clients both time and money...and ultimately help Ameritrade attract and retain the most successful of advisors".
   In view of Ameritrade's pending merger with TD Waterhouse, the deal takes on added significance. Should the merger go through as planned, it is highly likely that the Investigo platform will be made available to the 2,600 fee-only and fee based independent financial advisors currently served by TD Waterhouse Institutional Services on identical terms.

-Joel Bruckenstein