Invsta
Curated by SignalWealth management software suite enhancing digital client engagement and efficiency.
Overview
Invsta is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all integrated into a single system. The target audience for Invsta includes financial advisors, KiwiSaver providers, and fund managers. The company provides wealth management platforms and white label technology solutions that support digital client engagement and operational efficiency. Additionally, Invsta utilizes artificial intelligence (AI) and machine learning for predictive analytics, which addresses the demand for personalized advice and compliance adherence, assisting financial service providers in managing the complexities of the digital financial environment.
Key facts
- Founded
- 2016
- Headquarters
- Auckland, New Zealand
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Primary office
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- Phone
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Open roles
62 rolesHealth & Safety Specialist — INVISTA Rozenburg (Rotterdam Botlek)
Rozenburg, South Holland, Netherlands · On-site · Volunteer
Analyzer Technician
Orange, TX · On-site · Volunteer
Maintenance Planner/Scheduler E&I
Rozenburg, South Holland, Netherlands · On-site · Volunteer
