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Wealth Utilities

Investigo

Unlock deeper investment insights with Investigo.

"Investigo provides comprehensive investment data aggregation and analytics for Registered Investment Advisors. The platform enables advisors to gain deeper insights into portfolio performance, risk exposures, and market trends. Firms use Investigo to enhance investment decision-making and improve client reporting."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #483 in Wealth Utilities
Validated Adoption
1 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio performance attribution
Advanced risk analytics
Market trend identification
Customizable reporting dashboards
Scenario analysis and stress testing

Primary Use Cases

Portfolio performance analysis
Investment research and due diligence
Client reporting and communication

Agentic Intelligence Briefing

"Investigo provides RIAs with a data and analytics platform to improve investment decision-making through portfolio analysis, risk assessment, and market trend identification."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data
Advanced analytics capabilities
Potential for improved investment decision-making

Adoption Hazards

Lack of pricing information makes ROI difficult to assess
Integration challenges with existing RIA tech stack unclear

Stack Compatibility Profile

How Investigo integrates into institutional RIA stacks.

1 Firms Analyzed
Comply
100%
Stack Correlation
Flourish
100%
Stack Correlation
Vega
100%
Stack Correlation
Morningstar Direct
100%
Stack Correlation
Grain
100%
Stack Correlation
Elements Financial Planning
100%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking advanced data analytics capabilities
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1FactSet
2Morningstar Direct

Value Proposition

"Investigo empowers RIAs with in-depth investment data and analytics to make smarter decisions and deliver superior client outcomes."

Audit Your RIA Stack

See how Investigo fits into your overall tech efficiency score.

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