Foundations I Institutions
Customised solutions based on your needs
Multifunctional and easily accessible. Evaluate products and portfolios, customise automatically generated reports and control documents, use procurement functions, participate in round table discussions. And so much more.
Remain in control and provide insight
Whether managing the administration internally or through outsourcing, Analytix provides a comprehensive overview. Tailored to preferences and mandates, we offer third-party calculations and an impartial second opinion. Further down you can read about some of the available features that you can utilize to make your daily life easier.
An independent second opinion
Implement our software to monitor and evaluate your fund management against tailormade indicies, portfolios or any instrument of your liking.
Correct information to right stakeholders
Ensure that all stakeholders always and easily have access to educational, relevant and intuitive information - digitally or physically.
+ 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 funds 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!
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!
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 a fair comparison, all instruments are presented in one and 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 a 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!
Procurement as it should be
With the help of Inveztly’s Procurement Module you can refine and streamline your procurement processes. Alternatively, you can use Inveztly’s consultative procurement services.
Usefull & Effective!
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!
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!
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!