Your compass in
a constantly evolving market
Facilitating wealth and investment advisory needs
New Dashboard
All the key indicators you need in a site
Improve operational efficiency by focusing on what matters most every day.
AI arrives to optimise portfolio selection
Because no two clients are the same
Optimised portfolio selection and customised reporting.
We designed our new modular solution so you can focus on delivering high value services to your customers
We automate and digitize reporting, advisory and discretionary management services.
We adapt to your business needs
Indicated modules for Investment Fund Managers
Indicated modules for Financial Advisors
Indicated modules for Investment Fund Managers
Indicated modules for Financial Advisors
ARTIFICIAL INTELLIGENCE
Optimizes investment proposals based on each investor’s profile.
DIGITAL SIGNATURE
Automates the digital signature process for all generated documentation.
CUSTODIAN AGGREGATION
We automatically connect with over 150 institutions worldwide.
ESG
Integrates sustainability indicators into our services.
ONBOARDING
Fully compliant end to end digital onboarding service adapted to your needs.
Why do our customers trust us?
Why do our customers trust us?
+100
customers
+20
years
100%
Inversis
+140B €
managed
9
countries
Take your investment services to the next level
