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Inviktus Data

Portfolio Analysis

By Avi Logic IncFinance

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $60 per user per month
Listed since
2021

About Inviktus Data

Portfolio Analysis - Performance and Risk Analytics, Client Reporting

Inviktus data uses the power of Salesforce Einstein and Salesforce community to enable investment management companies to create and share portfolio analytics reports with their customers. Inviktus Data enables investment companies to share portfolio performance and risk analysis for their client's funds and share the portfolio performance and risk reports with their clients in real time. Investment management companies can use analytics reports for their internal users as well as share these reports with customers using Salesforce Communities. Inviktus can on-board customers for reporting purposes in real-time reducing the cost of creating and distributing portfolio analysis reports which are required for compliance. Inviktus data uses NLP to perform portfolio commentary.

Highlights

  • Inviktus Data enables investment management companies to share portfolio analysis reports with their customers on real time basis. Inviktus data reduces the cost of client reporting dramatically by sharing portfolio analysis reports with customers.
  • Inviktus data enables investment management companies to share portfolio analysis reports with clients. Client's users can slice and dice performance and risk data to visualize how their portfolios/ funds are performing compared to benchmarks.
  • Inviktus data is highly customizable and scalable. It can be customized for customers based on their performance and risk reporting requirements. Inviktus data uses a highly secure Salesforce security framework and Salesforce community.

Screenshots and videos

Inviktus Data screenshot 1

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Pricing

Paid, from $60 per user per month.

Inviktus Data plans
PlanPriceBilled
Default Plan$60 per userMonthly

For Performance Analytics and Risk Analytics modules, the monthly user fee would be $80/month per user.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on June 24, 2021
Languages
  • English

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