EUAlternatives
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    Invezlty

    Inveztly is a SaaS-company that provides an accessible, innovative and intuitive software aimed at financial market players. The software multifunctional tools contribute to increased insight and thereby to increased business opportunities, reduced resource utilization and reduced compliance risks.

    SESweden
    Headquarters
    🇸🇪Sweden
    Data Hosting
    EU-based
    Structure
    Independent
    Compliance
    ▣GDPR◆EU HQ▦EU Data

    Invezlty key facts

    Last updated
    Legal entity
    Inveztly AB
    Headquarters
    Sweden (SE)
    Ownership
    Independent
    Deployment
    SaaS
    Open source
    No
    US Cloud Act exposure
    Exposed
    Replaces
    Addepar, InvestCloud Davenport Investment Management Analytics, SimCorp Gain, Akur8 Digital Analytics

    About Invezlty

    Inveztly is a Stockholm-based technology provider specializing in cloud-based solutions for the financial services industry. The platform is specifically designed to support private bankers, asset managers, and institutional clients by streamlining the entire investment process through data-driven insights and automated workflows. Their core philosophy centers on reducing operational resource requirements while ensuring regulatory compliance in a complex financial landscape. The service's functional core is divided into sophisticated modules like 'Analytix' for market distribution data and 'Report Builder' for high-fidelity, presentation-ready financial reporting. By offering 'Data-on-Demand' services, Inveztly allows financial institutions to seamlessly integrate real-time market data, statistics, and branded visualizations directly into their digital marketing materials and internal board reports, effectively acting as a digital bridge between complex financial data and client-facing communication.

    Alternative to

    AddeparInvestCloud Davenport Investment Management AnalyticsSimCorp GainAkur8 Digital Analytics

    Target Segments

    Enterprise

    Deployment Options

    SaaS

    Key Features

    Analytix fund management data platform
    Automated Report Builder for customized portfolio summaries
    Data-on-Demand services for real-time key figures and statistics blooming
    Branded PDF generation for customer advisory presentations factory
    Security company information and competitor product evaluation tools
    Integration of graphs and text-based analytics into websites

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