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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Modules

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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Modules

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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Modules

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