Invsta Overview

Invsta is an investment management software designed to help financial institutions, investment managers, and individual investors track, manage, and optimize their investment portfolios. The software provides real-time analytics, portfolio performance tracking, and detailed financial reporting, allowing users to monitor returns, risk, and asset allocation. Invsta’s advanced features include risk assessment tools, transaction management, and market trend analysis, helping investors make informed decisions and manage their portfolios efficiently. The platform also includes automation for asset rebalancing, dividend tracking, and tax reporting, streamlining administrative tasks. With its intuitive dashboard and customizable reporting tools, Invsta is ideal for investors looking to optimize their portfolios, track investments, and improve financial decision-making.

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Contact Details

  • Vendor Name Invsta
  • Founded
  • Location New Zealand

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

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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Invsta 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

Invsta Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NZD ($) NZD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Invsta FAQs

Invsta is an investment management software designed to help financial institutions, investment managers, and individual investors track, manage, and optimize their investment portfolios. The software provides real-time analytics, portfolio performance tracking, and detailed financial reporting, allowing users to monitor returns, risk, and asset allocation. Invsta’s advanced features include risk assessment tools, transaction management, and market trend analysis, helping investors make informed decisions and manage their portfolios efficiently. The platform also includes automation for asset rebalancing, dividend tracking, and tax reporting, streamlining administrative tasks. With its intuitive dashboard and customizable reporting tools, Invsta is ideal for investors looking to optimize their portfolios, track investments, and improve financial decision-making.

  • No, Invsta does not offer a free version.

  • Yes, Invsta offers a free trial.

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

  • No, Invsta does not offer an API.

  • Invsta supports the following languages:
    • English

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

  • Invsta supports the following deployment:
    • Cloud Hosted

  • Invsta supports the following devices and operating systems:
    • Web-Based