Industries
Financial services
Capital markets is where Invansys started. For more than fifteen years we have built portfolio, investor relations and capital-raising software for broker/dealers, hedge funds and investment banks.
Broker/dealers
Raise capital and reach investors
Investor portals
- FINRA and SEC compliant crowdfunding portals
- White-label or custom builds
- Deal landing pages and companion mobile apps
Integrations
- AML, KYC and bad-actor checks via back-office providers
- End-to-end campaign automation over APIs
- Salesforce, Mailchimp, SendGrid and more
Digital marketing
- Campaigns for issuer offerings
- Campaign analytics
- Lead capture from issuers and investors
Fund managers
Run the fund with less manual work
Portfolio management
- Real-time market data and broker feed integration
- Custom valuation methodologies and workflows
- Securities master and trade reconciliation
Investor relations
- Investor statements and portals
- SEC compliant corporate websites
- CRM solutions and integrations
Due diligence
- Operational and investment due diligence software
- Plugins for third-party products
Products
Software for fund operations
PIPEs Portfolio Manager
Custom pricing for restricted securities, deal-level organisation of stocks, convertibles and warrants, NAV and monthly returns.
View detailsFund of Funds system
Liquidity and redemption analysis, NAV calculation and tracking of positions and monthly returns.
Portfolio Management
Multi-asset coverage, NAV, accrued interest and monthly returns, with real-time Bloomberg prices.
Contact
Let's talk about your project
Tell us what you're building and we'll get back to you.
Office
Invansys Technologies Pvt. Ltd.
406, Crown Heights,
Rohini Sector 10, Delhi 110085