Plays well with the stack you already have.
Investa is designed to slot into the systems your firm already runs — Odoo for ERP, your bank for cash, your custodian for valuations, your KYC vendor for screening. Pre-built adapters for the most common, an open API for the rest.
A directory of every integration we ship.
ERP & general ledger
Two-way sync of journals, accounts, periods. Investa stays the source of truth for fund-level events; the ERP holds firm-level books.
Banks & payments
Cash movements, settlement instructions, reconciliation. SARIE for SAR domestic, SWIFT for cross-border. ISO 20022 native.
Custodians & fund admins
Daily holdings, NAV files, corporate actions. Investa imports, validates row-by-row, surfaces breaks before they become close-cycle problems.
Market data & pricing
Reference data, real-time and EOD prices, FX, benchmarks. Pulled into the NAV pipeline; cached and timestamped per snapshot.
KYC, AML & screening
Identity verification, sanctions and PEP screening, ongoing monitoring. Configurable rules per tenant; rescreen on schedule or on event.
Identity, comms & signatures
SSO into your IdP, e-signature for investor docs, transactional email/SMS for OTP, statements and approvals.
Anything we don't ship, you can build.
Investa exposes the same REST + Webhook surface our own portals use. Versioned, documented, tenant-scoped. OAuth 2.0, scoped tokens, full audit on every call. Fair-use rate limits; dedicated quotas on the Enterprise plan.
- REST + JSON. All entities readable and (where appropriate) writable.
- Webhooks. Subscribe to subscriptions, NAV, approvals, KYC events.
- SDKs. TypeScript and Python first-class; community Go & Java.
- Sandbox tenants. Provisioned in 60 seconds, populated with test data.
curl https://api.investa.dev/v1/subscriptions \
-H "Authorization: Bearer $INVESTA_TOKEN" \
-H "X-Tenant: northstar" \
-d '{
"fund_id": "fnd_n7c2",
"investor_id": "inv_8021",
"amount": "2500000.00",
"currency": "SAR",
"settlement_date": "2026-03-31",
"approval_chain": ["rm","compliance","fund_manager"]
}'
# 200 OK
{
"id": "sub_01HX9...",
"status": "pending_approval",
"next_step": "rm_review",
"sla_due": "2026-03-15T14:30:00Z"
}We build new adapters all the time.
If your bank, custodian or KYC vendor isn't on the list, tell us. We've never quoted more than four weeks for a new connector — usually two.