InvestIn
Curated by SignalPortfolio management software optimizing investment strategies for financial professionals.
Overview
InvestIn is a portfolio management software platform aimed at financial service firms, allowing them to manage and optimize investment portfolios. The platform offers tools for investment discovery, portfolio construction, and optimization, targeting advisors, analysts, and portfolio managers. It integrates market data and analytics to support decision-making and improve client reporting through real-time monitoring. Features such as the Digital Research Assistant and IntelliSets are designed to assist in creating customized investment strategies and managing a variety of portfolios. The company's stated mission is to improve service quality and investment performance for institutions, family offices, and advisory firms.
Key facts
- Founded
- 2009
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 8 products and services
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- Commercial model
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Contact
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- Phone
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