One platform behind every desk that runs a fund.
Investa is the multi-tenant operating system for asset managers — fund setup, investor onboarding, NAV operations, finance, compliance, and risk, working from a single source of truth and tailored to each role that touches your funds.
Each role gets the screen they actually need.
Investa is not one app pretending to serve everyone. Fund managers, operators, finance, compliance, risk, RM and your investors each work in a portal designed for their day — sharing the same data, governed by the same workflow engine.
A KYC wizard that actually closes.
Dynamic fields, surveys, document capture, AML risk classification and a rule builder that compliance can edit without engineering. Nafath, Absher-linked verification and Dal CRM are wired in and deployment-toggled.
- Per-tenant KYC packs and field libraries
- Risk scoring with editable rules and thresholds
- Queues for onboarding, review, escalation and reopen
- Full audit trail tied to the investor record
Close the book without the spreadsheets.
Import valuation files, validate at the row level, snapshot, allocate and post — all in one workspace. Investa keeps the relationship between fund accounting and your ERP (Odoo) explicit, with mappings you can read and approvals you can prove.
- Per-row import diagnostics & soft-fail handling
- Snapshot history and one-click recompute
- Fund ↔ ERP mappings with governance
- Operator and Manager separation of duties
A portal investors don't email you about.
Holdings, NAV, statements, subscription requests, KYC renewal and notifications — branded for your firm, available on your own subdomain or custom domain. OTP login, full audit, Hijri and Gregorian calendars, EN/AR ready.
- Tenant-scoped auth with OTP & SSO options
- Branded subdomain (
tenant.investa.app) or custom domain - Investor-side document vault & statement archive
- Bilingual (EN / AR), Hijri-aware date handling
One deployment.
Strict isolation per firm.
Investa resolves tenants from the hostname. Each firm runs on its own subdomain or custom domain, with tenant-scoped data, role policies, branding, fee rules and approval definitions. Operators see a unified plane; investors only ever see their firm.
A portal per persona, a system underneath.
Choose a role — Investa shows the dashboard, the queue and the workflow that role lives in all day. Same data, same audit trail, very different interface.
Fund Manager
Approvals, NAV reviews, fund performance roll-ups and pipeline.
Open deskFund Operator
Subscriptions, settlements, allocations, holdings, transactions.
Open deskFinance Manager
Fees, accruals, reconciliation, journals, period close, ERP sync.
Open deskCompliance
Cases, policies, restrictions, freezes, escalation, governance.
Open deskRisk
Assessments, oversight, two-line separation from compliance.
Open deskRelationship Manager
Investors, onboarding, subscriptions, comms, follow-ups.
Open deskCEO & Executive
KPIs, pipeline rollups, alerts, performance across the firm.
Open deskInvestor
Holdings, statements, requests, KYC renewal — branded for you.
Open portalApprovals as first-class objects.
BPMN-style definitions, instances, tasks, an inbox per user, mapping keys for every domain and an audit narrative regulators can read. Email-approved actions for the executives who refuse to log in.
Wired into the systems your firm already runs.
Investa speaks to ERPs, identity providers, KYC and CRM systems out of the box. Every connector is deployment-dependent — turned on, configured and certified per tenant.
ERP & fund accounting
Two-way Odoo connector with explicit fund ↔ ledger mappings, governed posting and journal sync.
FeaturedSaudi national identity
Investor identity confirmation tied to KYC; authoritative national ID resolution where required.
FeaturedScreening & relationships
Bidirectional sync with Dal for screening, relationship records and re-screen triggers.
FeaturedConnectors are deployment-dependent and certified per tenant. Talk to us about what you need enabled in your environment.
Investa replaced four spreadsheets, two inboxes and a custom KYC tool. Our quarterly close used to take eleven days. It now takes three, with a paper trail my regulator can read without me on the phone.Layla Othman · Head of Fund Operations · Cedar Sukuk Capital
See Investa on your own funds.
We'll set up a tenant pre-loaded with one of your funds, walk you through the desks relevant to your team, and answer the implementation questions you actually care about.