Private Banking I Family Office I Financial Advisory
Take your advisory to the next level
Inveztly offers financial advisors the opportunity to expand their value proposition towards their clients. Use our unique tools consisting of compliant, qualitative, and individually adapted services that saves time, increases customer satisfaction, and reduces the risk of errors.
Stand out in the competition
Qualitative and adequate advice in combination with brand-strengthening profiling creates more business opportunities and a unique customer experience. Further down you can read about some of the available features that you can utilize to make your daily life easier.
Hands on, with multifunctional tools
By accessing advanced and intuitive tools, the perfect foundation for customer-oriented advice is created. Analytix satisfies both Customer Acquisition and Client relation demands.
Strengthen your brand
Provide customers with informative and visually appealing material that is also tailored to best reflect your unique brand. All reports are made automatic and seamless to your organisation.
+ 3 000 instruments at your fingertips
The powerful Screener is the engine of the system, here you will find more than 3000 instruments such as mutualfunds, ETFs and stocks . To find what you are looking for, filter by platform, asset class, region and risk. And then build your own matrix using the key figures that you think are value–driven.
Find your winner with econometric classifications.
Helpfull & Time efficient!
Take advantage of Inveztly's unique rating system
Inveztly’s rating for instruments and portfolios is academic and based on a multi-factor analysis. The rating scale employed consists of six levels. AAA represents the highest rating, while B represents the lowest level. You can also evaluate how the investment ranks in relations to other similar investments.
Comparable & Fair!
The difference lies into the details
With the help of The Comparison Module, you can compare up to five different instruments or portfolios with each other. And to ensure an accurate comparison, our Currency Converter ensures that all instruments are displayed in the same selected currency.
Find improvments in your clients portfolio and seamlessly find the opportunity with your own offer. Developed with the thought of creating new business opportunities.
Pedagogical & Convincing!
Dissecting instruments and portfolios
Used The Analysis Module to analyze instruments or portfolios in depth. Study risk, return, diversification, fees, and so much more.
Insightful & Educational!
Stay up to date on your favorite instruments
Over 3 000 instruments is a lot to keep track of. With the help of your selected Watchlist, you can easily follow and montior your favorite instruments – on a daily basis!
Save time & Never missout!
Build and monitor your portfolios
In the advanced Portfolio Builder, you can download portfolios via your CRM, Open Banking or by adding the right proportion of the instruments you want to use. The Portfolio Builder can also be used to simulate change or monitor a suitable portfolio. And so much more!
To evaluate your portfolio, you choose from the available benchmark indices. And should there be no index that sufficiently reflects the composition of the portfolio, you can easily build your own comparison index in The Benchmark Builder.
When the portfolio and the benchmark is in place, the in-depth analysis takes place with the push of a button. All saved portfolios and benchmarks are updated daily.
And then you want to compare the customer‘s current portfolio with your suggested one, you can easily do so via The Comparison Module.
Flexible & Intuitive!
Instant access to a range of PDFs
Present, print or save – a perfect basis for convincing the customer and at the same time ensuring adequate advice. And of course, you can customize the PDFs to fit your brand.
Informative & Compliante!
Look into the future
With The Future Planner, you can modulate and demonstrate how the customer‘s portfolio is expected to be affected over time by different cash flows and returns.
Educational & Inspiring!
Never miss out
Who doesn’t want to be updated? Via Inveztly’s Content Broker, you can take part in relevant news, reports and analyzes created by other financial actors such as banks, product companies and analysts.
Also keep an eye on the event calendar and be there where it happens! Via Inveztly’s Event Creator, you can take part in interesting events.
Aware & Updated!
Stand out and save time with instant reports
As an add–on service, Inveztly can provide you with customized presentation–ready reports, portfolio summaries, and monthly newsletters with flexible, state–of-the-art documents and charts that stand out from the competition. In addition, automated reporting processes, such as fund fact sheets, pitching decks, and internal board reports. Press the button at any time and The Report Builder ensures that all selected data will be updated.
Convenient & Resource efficient!
Endless integration possibilities
As an add-on service, Invezlty can assist you when it comes to different types of integrations. Connect with your CRM, Open Banking solutions and or other relevant software.
Flexible & Convenient!
AI at your service
Soon, with the help of our own AI robbot Aroz, you will be able to get further guidance and assistance. Ask Aroz to draw conclusions, summarize and/or explain the different steps in the investment process.
Futuristic & Innovative!