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Reports & Widgets

Your Offering.
Its Value Made Clear.

Make the strengths of your funds and portfolios easier to see, understand and act on. Branded reports and interactive modules present your offering 24/7, while automation gives your people more time for clients.

Explore What’s Possible

One Foundation. Different Applications.

On Your Website.
In Your Platform.
In Every Client
Conversation.

Put the same data, analytics and financial AI to work in different ways. Present a fund on your website, explain a portfolio in a client report, or help users explore and compare investments within your platform — adapted to your audience and your brand.

Illustrative platform · Fictional brandSee Aroz in Context
See Aroz in Action

In Practice

In Our Clients’ Brands.

Selected Inveztly widgets, integrated into real fund presentations. Open the client sites to explore them in context.

Finserve live fund presentation

Live Client Example

Finserve

When Finserve created its new website, it wanted to make each fund’s distinctive approach and strengths clearer. Inveztly widgets bring fund information, key figures and performance together in Finserve’s own visual identity.

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Investerum live fund presentation

Live Client Example

Investerum

Investerum wanted to showcase its investment management and make its strategy and results easier to follow. Automatically updated key figures and charts keep the presentation current while reducing manual work.

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Explore the Possibilities

Find Your Starting Point.

Different formats. Different brand expressions. A shared analytical foundation for both funds and portfolios.

Built Around Your Business

Your Brand. Your Format.
Your Choice.

From a Snapshot to the Full Picture.

Choose the depth and breadth: selected key figures, charts and explanations, or a more extensive review. Adapt the language and tone to your audience.

Made to Look and Feel Like You.

Colours, typography, layout and content follow your visual identity. Deliver a PDF to share or print, or a digital report and interactive modules within your own website or platform.

Use Inveztly data, your own data or both. Combine recurring text, your own commentary and AI-generated explanations. Choose the level of review and automation, including a fully automated reporting workflow. Connected figures update as new source data becomes available.

Show What Sets You Apart.

Make your products, strategies and distinctive strengths easier to discover – around the clock.

Build Understanding.

Put results and risk in context. Help clients see the value of your offering through clear figures and explanations.

Create More Client Time.

Reduce repeated data collection, calculations and report maintenance. Spend more time on relationships and the work that needs your expertise.

Powered by Inveztly’s investment analytics and explanatory capabilities. The examples use dated snapshots; connected production solutions can update automatically.

Looking for the wider workflow? Explore our Solutions →   See the technology behind it →

Take the Inspiration With You

The Inveztly Showroom.

Reports, widgets, interactive tools and real client examples, brought together in one PDF. Explore, share or bring it to your next conversation.

Browse the Showroom Download the Showroom

Digital brochure + downloadable PDF · 21 pages

The Inveztly Showroom PDF cover

Watch & Explore

See Insight. In Action.

From portfolio insight and investor experiences to the advisory cycle and market access. Discover what Inveztly can make possible for your business.

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See Analytix and Aroz in action

Let’s Connect

Let’s Create Your Next Example.

Tell us about your audience, your offering and what you want to make clearer.

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