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Inviktus Data - Portfolio Analysis
Portfolio Analysis - Performance and Risk Analytics, Client Reporting
- 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.
Highlights
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.
Provider Details
Pricing Details
For Performance Analytics and Risk Analytics modules, the monthly user fee would be $80/month per user.
Default Plan
$60 USD/user/month