Fund Management I Banking Products I Security Companies
The Gateway to a new distribution
The proximity to family offices, private bankers, advisory firms, institutions, and foundations creates an effective marketing platform for your products. Analytix also offers the opportunity to evaluate both your own and competitors’ products. Stay ahead by uploading your content and news to showcase your products.
According to your needs
The multifaceted software provides you with the opportunity to tailor its use according to your specific needs, both internally and externally. Further down you can read about some of the available features that you can utilize to make your daily life easier.
Product Devopment & Sales
Use Analytix to analyse, evaluate and compare your products with those of your competitors. Find out how you stand out and your unique selling points and implement the moduls when comparing.
Attract the Distribution
Enhance your products with additional information, contribute content, and extend invitations to events and discussions. Moreover, Analytix supports you with tailor-made reports and newsletters.
+ 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 out how your and your competitors’ instruments deliver.
Informative & Useful!
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. Being rewarded a high rating and ranking is a testimony to exceptional fund management.
Pedagogic & Compelling!
The difference lies into the details
The Compare Module enables you to directly compare any chosen instrument and portfolio, offering easy accessibility, comprehensive information, and a intelligent approach to discern the advantages over your competitors. And to ensure an accurate comparison, our Currency Converter ensures that all instruments are displayed in the same selected currency.
Developed with the thought of creating new business opportunities.
Effective & 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. Get to know the strengths of your products and keep track of the competition
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 a current portfolio with your suggested one, you can easily do so via The Comparison Module.
Convincing & Educational
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!
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!
Stay top of mind
To ensure that you remain current, you can use our Content Broker to adress reports, research news and ads to Private Bankers, Advisors and Institutional players.
Relevant & Interesting!
Use the Network
With our Event Creator, you can, simple and time–efficient, invite relevant financial players to physical or digital events, lectures and educations. Only the imagination sets the limits. A great way to create curiosity and continued interest in your products.
Efficient and Relevant!
Take part of the conversation
Engage in institutional procurement of instruments with the assistance of Inveztly’s Procurement Module. Institutions can enhance and streamline their procurement processes using this tool.
Accessible & Promising!
Data on demand
Within Analytix, a large amount of unique data is automatically created daily. Choose the type of data you want to display; key figures, statistics, graphs, or text-based information and use it to update or enhance your website, reports, or informational materials.
Everything is customised according to your brand’s graphic profile and integrated wherever you need it. Once we’ve developed a solution together, the data will automatically update — on a daily basis.
Convincing & Seamless!
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!