Invantage

Key Features

• Advanced front office and portfolio management functionality
• Comprehensive STP capability including to third parties
• Automated end-to-end processing
• Enhanced overall efficiency, delivering improved client service

Invantage provides market-leading portfolio management capability. Data is instantly available and customised screens meet individuals’ requirements. Complex modelling and rebalancing allows users to quickly and efficiently scale their AUM.

Orders are generated and managed within Invantage, whilst electronic STP to third-party systems is supplied as standard. Users can achieve near 100% STP rates with automated order administration and no manual rekeying, allowing firms to focus on improving their client service levels.

Invantage can manage a range of client volumes and supports large numbers of users executing multiple processes simultaneously. The system automates the entire transaction, settlement and custody process and data is easily accessed via a comprehensive API and Data Publishing layer, supporting real-time settlement. Its highly scalable nature allows firms to benefit from economies of scale and develop their business by offering an outsourced service to organisations without a back office.

High quality reports can be can be created on an ad hoc basis and as part of automated processes. Reports can be delivered as a hard copy, electronically and over the online valuation portal. Online and mobile functionality is constantly being developed to ensure clients are able to differentiate their offering from the competition.

Invantage satisfies the business needs of specialist small-cap Financial Advisors, Stockbrokers and Wealth Managers with large portfolios. Used by more than 20 clients across the UK and Ireland whose combined Assets under Management exceed £28 billion, Invantage is a key player in the financial services sector.