Itiviti Overview

Itiviti is a leading investment management software designed to streamline and enhance the operations of investment firms, asset managers, and financial institutions. It offers a comprehensive suite of tools for portfolio management, trading, compliance, and reporting, ensuring that investment professionals can manage their assets efficiently and make informed decisions. Itiviti’s intuitive interface allows users to easily track and analyze investment portfolios, execute trades with precision, and monitor market movements in real-time. The software supports advanced features such as risk assessment, performance analytics, and automated compliance checks, helping firms to mitigate risks and adhere to regulatory requirements seamlessly. Additionally, Itiviti includes robust reporting and analytics capabilities, providing detailed insights into portfolio performance, transaction histories, and financial metrics, enabling investment managers to optimize their strategies and improve client outcomes. With seamless integration capabilities with existing financial systems, data feeds, and trading platforms, Itiviti ensures a unified and efficient workflow for all investment management activities. Enhance your investment operations and drive financial success with Itiviti’s reliable and user-friendly investment management software solutions.

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Itiviti Screenshot & Video

Contact Details

  • Vendor Name Itiviti Group
  • Founded
  • Location Sweden

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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Itiviti 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

Itiviti Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • SEK (kr) SEK (kr)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Itiviti FAQs

Itiviti is a leading investment management software designed to streamline and enhance the operations of investment firms, asset managers, and financial institutions. It offers a comprehensive suite of tools for portfolio management, trading, compliance, and reporting, ensuring that investment professionals can manage their assets efficiently and make informed decisions. Itiviti’s intuitive interface allows users to easily track and analyze investment portfolios, execute trades with precision, and monitor market movements in real-time. The software supports advanced features such as risk assessment, performance analytics, and automated compliance checks, helping firms to mitigate risks and adhere to regulatory requirements seamlessly. Additionally, Itiviti includes robust reporting and analytics capabilities, providing detailed insights into portfolio performance, transaction histories, and financial metrics, enabling investment managers to optimize their strategies and improve client outcomes. With seamless integration capabilities with existing financial systems, data feeds, and trading platforms, Itiviti ensures a unified and efficient workflow for all investment management activities. Enhance your investment operations and drive financial success with Itiviti’s reliable and user-friendly investment management software solutions.

  • No, Itiviti does not offer a free version.

  • Yes, Itiviti offers a free trial.

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

  • No, Itiviti does not offer an API.

  • Itiviti supports the following languages:
    • English

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

  • Itiviti supports the following deployment:
    • Cloud Hosted

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