Overview
What is Invsta?
Invsta is a wealth technology solution designed to power better financial experiences. It offers a range of digital platforms tailored for fund managers, financial advisors, and KiwiSaver providers. According to the vendor, Invsta provides real-time access to expert digital investment advice and innovative...
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is Invsta?
Invsta is a wealth technology solution designed to power better financial experiences. It offers a range of digital platforms tailored for fund managers, financial advisors, and KiwiSaver providers. According to the vendor, Invsta provides real-time access to expert digital investment advice and innovative client engagement tools, catering to the next generation of investors. Whether you are a small financial advisory firm or a large fund management company, Invsta is designed to empower and potentially delight your customers in the finance industry.
Key Features
Financial Advisor Platform: According to the vendor, the product offers real-time access to expert digital investment advice for financial advisors.
Robo Advice: The vendor claims that the product provides real-time access to expert digital investment advice, targeting the needs of the next generation of investors.
KiwiSaver Provider Platform: Invsta offers a digital wealth management platform specifically designed for KiwiSaver providers, as stated by the vendor.
Fund Manager Platform: Invsta provides a digital wealth management platform developed specifically for fund managers, according to the vendor.
Digital Onboarding: The vendor claims that Invsta streamlines the client onboarding process with digital tools, potentially enhancing efficiency and convenience.
Invsta Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
