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Inviktus Data - Portfolio Analysis

By Avi Logic Inc

Portfolio Analysis - Performance and Risk Analytics, Client Reporting

No Ratings
Starting at $60   USD/user/month
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Business Need
Finance

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.

  • Inviktus Data - Portfolio Analysis and Reporting

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Inviktus/Summer 2021 1.2.0
Listed On
06/26/2021
Latest Release
03/04/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/24/2021

Additional Details

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.

Need help?

Avi Logic Inc

Boston, MA, USA

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