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Inviktus Data - Portfolio Analysis

Portfolio Analysis - Performance and Risk Analytics, Client Reporting

Overview

Inviktus Data enables investment management companies to build and share portfolio performance and risk analysis reports with their customers for their portfolio/ funds using Salesforce Einstein and share these reports using Salesforce Community.

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See How Inviktus Data - Portfolio Analysis Works

  • Inviktus Data enables investment management companies to share portfolio analysis reports with their customers on real time basis. Inviktus data reduces the cost of client reporting dramatically by sharing portfolio analysis reports with customers.

  • Inviktus data enables investment management companies to share portfolio analysis reports with clients. Client's users can slice and dice performance and risk data to visualize how their portfolios/ funds are performing compared to benchmarks.

  • Inviktus data is highly customizable and scalable. It can be customized for customers based on their performance and risk reporting requirements. Inviktus data uses a highly secure Salesforce security framework and Salesforce community.

Inviktus data uses the power of Salesforce Einstein and Salesforce community to enable investment management companies to create and share portfolio analytics reports with their customers. Inviktus Data enables investment companies to share portfolio performance and risk analysis for their client's funds and share the portfolio performance and risk reports with their clients in real time. Investment management companies can use analytics reports for their internal users as well as share these reports with customers using Salesforce Communities. Inviktus can on-board customers for reporting purposes in real-time reducing the cost of creating and distributing portfolio analysis reports which are required for compliance. Inviktus data uses NLP to perform portfolio commentary.

Categories

Business Needs
Finance
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package