Invest Suite Overview

Invest Suite is a comprehensive investment management software tailored to assist financial professionals and organizations in streamlining their investment processes while enhancing decision-making capabilities. This platform offers a suite of tools for portfolio management, risk assessment, and performance analysis, ensuring that users have access to the insights needed to make informed investment choices. Invest Suite enables users to track market trends, analyze financial data, and evaluate the performance of various assets, facilitating a more strategic approach to investment management. Additionally, the software provides reporting features that allow organizations to communicate performance metrics to stakeholders effectively. With its user-friendly interface and robust functionality, Invest Suite empowers financial professionals to optimize their investment strategies and achieve better outcomes for their clients.

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Contact Details

  • Vendor Name InvestSuite
  • Founded
  • Location Australia

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Invest Suite Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Invest Suite Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • AUD ($) AUD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Invest Suite FAQs

Invest Suite is a comprehensive investment management software tailored to assist financial professionals and organizations in streamlining their investment processes while enhancing decision-making capabilities. This platform offers a suite of tools for portfolio management, risk assessment, and performance analysis, ensuring that users have access to the insights needed to make informed investment choices. Invest Suite enables users to track market trends, analyze financial data, and evaluate the performance of various assets, facilitating a more strategic approach to investment management. Additionally, the software provides reporting features that allow organizations to communicate performance metrics to stakeholders effectively. With its user-friendly interface and robust functionality, Invest Suite empowers financial professionals to optimize their investment strategies and achieve better outcomes for their clients.

  • No, Invest Suite does not offer a free version.

  • Yes, Invest Suite offers a free trial.

  • No, Credit Card details are not required for the Invest Suite trial.

  • No, Invest Suite does not offer an API.

  • Invest Suite supports the following languages:
    • English

  • Following are the typical users of the Invest Suite:
    • Self-Employed , Small-Business , Midsize-Business