Name: Invsta
Author: Invsta

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

No-Code Development

Text Editors

Development

Admissions and Enrollment

Education

Business Intelligence (BI)

Collaboration

Enterprise Search

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

Digital Banking

Finance and Accounting

360 Degree Feedback Software

401(k)

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

International Payroll

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Storage

Configuration Management Databases

Data Masking

Digital Experience Monitoring (DEM)

Disaster Recovery

Disk Cloning

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Security

License Management

Load Testing

Log Management

Network Performance Monitoring

OpenStack Cloud

Operating Systems

Packet Analyzer

SOA Application Gateways

User Activity Monitoring

Web Portal

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Call Tracking

Channel Management

Content Management

Conversion Rate Optimization

Data Cleansing

Digital Content Creation

Email Marketing

Identity Resolution

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Video

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Sales

Cloud-Native Application Protection Platforms

Security

Awards Management

Real Estate

Rental Property Management

Retail Management

Vertical-Specific

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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.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform from the company of the same name in Auburn.

Nitrogen Growth Platform

Invsta

Investment Portfolio Management

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software

Invsta

Overview

What is Invsta?