InvoPort provides a cloud-based, one-stop-shop platform that digitalizes and automates daily operations for investment, asset, and wealth managers, as well as fund administrators. The modular platform covers investor relationship management, investment tracking, treasury management, and automated accounting, helping clients save up to 90% of operating costs while achieving 100% accuracy in service quality. Its customizable design allows clients to subscribe to specific services without overhauling their existing IT infrastructure.
Funding
Funding not disclosed
Founders
Product
Problem
Investment, asset, and wealth managers, along with fund administrators, often rely on fragmented, manual processes for daily operations such as investor relationship management, investment tracking, treasury management, and accounting. These inefficiencies increase administrative burdens, drive up operating costs, and limit real-time access to financial data, hindering service quality and scalability.
Solution
InvoPort offers a cloud-based, one-stop-shop platform that digitalizes and automates the full spectrum of daily investment operations. The platform integrates investor relationship management, investment tracking, treasury management, and automated accounting into a single, seamless system, elevating service quality to 100% accuracy. It provides real-time access to financial data and investment performance from anywhere, while its modular, customizable design lets clients subscribe to specific services that complement their existing solutions. By streamlining operations and reducing administrative burdens, InvoPort helps investment service providers save up to 90% of their operating costs.
Target Audience
Primary customers are investment managers, asset managers, wealth managers, and investment fund administrators seeking to automate and streamline their daily operational processes.
Features
- Modular, multiservice architecture covering investor relationship management, investment tracking, treasury management, and automated accounting
- Cloud-based platform providing real-time financial data access and investment performance visibility from any location
- Customizable subscription model allowing clients to adopt specific modules without replacing their entire IT infrastructure
- Suitable for diverse investment structures, including real estate, private equity, venture capital, and securitization vehicles
- Generative and user-friendly interface designed to streamline daily workflows and reduce administrative workload