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
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Pricing
Paid, from $60 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $60 per user | Monthly |
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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