As the end of April is rapidly approaching, we are excited to announce some enhancements coming to the Investigo platform. On April 29th Investigo will be releasing upgrades to their web-based application.
The account overview display is going to be enhanced to automatically calculate TWRR returns at a quick glance for the Advisor. These changes will appear at both the Group and the Account level pages. There will also be changes to the Group/Account Summary, Group/Account Breakdown, and the Activity Summary displays where the TWRR will now be displayed. (Please note – some accounts are not eligible and will be marked as such with an *)
The Client Access Maintenance page has received a new look and design to make the process more user friendly and consistent with the rest of the platform’s interface. The overall fields will remain the same, but you will be able to quickly navigate through the client access profile using the navigation menu on the left-hand side. The information will now be displayed on various panels.
Lastly, there will be minor changes to the Time Weighted Rate of Return (TWRR) calculation methodology. The new calculation method is more commonly used throughout the industry and will reduce the impact of the return when larger positive flows that are significantly larger than the account or portfolio occur. The overall impact will be minor and will provide results more quickly, reducing the wait time for reports.
If you have any questions, please reach out to Investigo Support at 866-209-2440 or contact Matthew Crowley at 802-229-3025.
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