Investment management solutions for a new investment age
Delight your customers and bring your financial service business into the digital age with our range of online wealth management and digital asset investment solutions.
Solutions
Fund Manager
Customer management platform solutions that provide your customers with online access to track and manage their investment in your funds. Inbuilt customer administration and compliance requirements ensures these important elements are taken care of.
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Wealth Adviser
Customer management platform solutions that provide your customers with online access to track and manage their investment assets with you. Inbuilt customer administration and compliance requirements, and full functionality to allow for investment into digital assets for those wishing to attract a new generation of investors.
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Robo Advice
Online financial advice solutions for companies looking to provide an automated or hybrid advice model. All aspects of the customer journey and advice process can be provided through this interactive, intelligent platform.
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Digital Asset Manager
Customer and fund management platform solutions that help your customers easily access and manage their investment in your fund, while allowing you to easily manage the administration of the fund. Inbuilt AML & KYC compliance requirements ensures these important elements are easily taken care of.
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Customers want online solutions
In today's digital world, it comes as no surprise that consumers globally are turning to online, digital solutions to assist with a range of financial services.
From budgeting, investment advice, retirement planning, investment management, and investment into digital assets, consumers are demanding these online, digital services.
Invsta is a FinTech driven company, providing digital wealth platform solutions to financial service businesses globally, helping them to benefit from, and stay relevant in today's digital world.
Modules
Select from our range of modules for a platform solution that suits your business requirements
Client On-boarding
A key first step in the client relationship, an automated, streamlined on-boarding process is an easy way to impress your customers. Improve efficiencies, save your business time and money, and know that your compliance requirements are taken care of.
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Online Investments
A well designed, online investment process and capability will save your business time and money. It allows new customers to interact, engage and buy your product at at time and place that suits them, wherever that may be.
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Model Portfolios
Model portfolios can take away the confusion and complexity of selecting an investment, making it easy for your customers to invest with confidence. We make it easy to create a range of risk based or thematic portfolios.
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Track & Manage
Our online platform and automated processes allow your customers to check their investment details and performance at any stage, make additional investments or withdrawals, update their profile details with the click of a button, and interact with your product like never before.
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Automated Advice
Whether you opt for a hybrid model to retain a human element, or go fully digital with a robo-advice solution, all aspects of the financial advice process that can be automated, leading to even greater efficiencies across the whole business.
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Tools & Calculators
Our range of online calculators and algorithms provide customers with great functionality and interaction, allowing them see the expected outcome of various investment amounts, timeframes, and strategies.
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