A New Approach to Investment Management

Managing Securities and Corporate Actions

Assess/analyze/evaluate market value as Investera's portfolio management module communicates with external pricing data providers to facilitate the process of public securities valuation. Obtain pricing for securities from pricing vendors or via internal data feeds (CSV imports, etc). Distinguish between private and public investments. Process corporate actions from event capture right through to generating transactions. Generate transaction advices for all transactions maintained in the system. Translate all transactional activity into double-entry accounting postings. Bulk upload transactions, securities creation, pricing, FX rates, etc. with the import tool feature.

Market Data Center

Investera’s Market Data Center (MDC) facilitates market data feed for Investera Pro covering a wide range of securities and asset classes.

MDC aids in automatic security creation in addition to providing historical market prices & FX rates to Investera Pro.

Due Diligence

Our investment management ERP solution offers project management tools and virtual data room repository streamline the due diligence process in a safe and secure environment.

Support the Due Diligence process by allowing users to create user defined phases, tasks, documents upload, and workflow approvals to carry out the different stages of the Due Diligence process.

Contributes significantly to making an informed decision by enhancing the amount and quality of information available to decision makers.

Document Management

Our investment management platform also enables you to manage all your documents through its highly secure and encrypted document management module.

Make confidential documents OTP protected, maintain document versions, and set reminders for document expiration.

Intelligent organization of documents where categorization, tagging and versioning will help you find the files you need as quickly as possible.

Workflows

Through our investment management solutions automate the full investment creation and portfolio management process by designing your own personalized workflows.

Control and coordinate your Reports, Due diligence process and Documents flow to the right people at the right time depending on the workflow configuration.

Dashboards and Graphs

Our investment management solutions dashboards simplify complex data into simple and easy to read graphs.

Enables visualization of portfolio performance and provides valuable insights into your portfolios.

Flexibility to design and customize visually rich dashboards.

Encrypted Virtual Data Rooms

Our investment management ERP solution offers encrypted virtual data rooms allow quick and easy sharing of confidential documents in a safe and secure environment.

Virtual data room facilitates the due diligence process during private equity and venture capital transactions.

Marketing, Financial and potential investment information can be shared with Investors using the Virtual Data Room.

Investor Portal

Our stand-alone Investor Portal integrates with Investera's investment management platform and allows investors to stay up-to-date with the performance of their investment portfolios.

Amazing digital experience for investors with an overview of their portfolio valuation, graphical representation of data, and reports.

Gives investors access to up-to-date and relevant investment news and strategies via Virtual Data Room repository.

Integration with External Systems

Our investment portfolio management software seamlessly integrates with external systems like Bloomberg and ERP systems.

Data can be easily integrated from and to Investera for streamlining operations, improving investment management decision making, and increasing productivity.

Centralizes data and makes it efficient for team members to retrieve, inspect, and analyze.

Client Relationship Management

CRM module facilitates improved information organization: Maintain data related to clients and track lead, prospect, opportunity and client stage in the client lifecycle.

Easily manage all client data and external interactions at all points during the client lifecycle.

Methodically manage investors and contacts and network across investor relations team through CRM functionalities.

Investment Structures

Easily build and manage your investment structures through our user-friendly investment management platform interface.

Simplifies visualization of complex investment structures aiding in effective and timely decision making.

Exposure Analysis

Exposure Analysis Our expert algorithms are designed to identify exposure of your investments to maximize profits and reduce the risks.

Exposure Analysis feature demonstrates direct and indirect exposure between investment entities to showcase your portfolio's exposure to risk.

Facilitates transparency into the underlying holdings of the portfolio funds, in order to make more informed investment/portfolio management decisions.