Priced by funds and desks, not seats.
Investa is licensed per active fund and per role-bearing desk. Investor seats in the portal are unlimited on every plan — you should not pay more for letting your investors log in. All plans are annual; quoted in USD, billable in SAR, AED, EUR, GBP.
Boutique
For asset managers running ≤6 funds, with a single legal entity.
- Up to 6 active funds
- 10 role-bearing desks
- Unlimited investor portal seats
- Standard integrations (Odoo, SARIE, World-Check)
- Email + chat support, EU/GCC business hours
Growth
For mid-sized firms with 7–25 funds and multiple desks per role.
- Up to 25 active funds
- 40 role-bearing desks
- Unlimited investor portal seats
- All integrations + 2 custom adapters
- Custom domain & full white-label
- 24×5 support · 4-hour P1 response SLA
Enterprise
For multi-entity groups, regulated banks, or firms requiring a dedicated tenant cluster.
- Unlimited funds & desks
- Multi-entity, multi-tenant per group
- Dedicated single-tenant cluster (KSA / UAE / EU)
- Unlimited custom adapters
- Named CSM, quarterly business review
- 24×7 support · 1-hour P1 response SLA
What's actually in each plan.
| Boutique | Growth | Enterprise | |
|---|---|---|---|
| Modules | |||
| Investor & account | • | • | • |
| Onboarding & KYC | • | • | • |
| Fund setup | • | • | • |
| Subscriptions & redemptions | • | • | • |
| NAV & operations | • | • | • |
| Fee management | • | • | • |
| Compliance & cases | — | • | • |
| Risk & oversight (independent 2nd line) | — | • | • |
| Workflow engine (no-code) | Built-in chains | Custom + email approvals | Custom + email + escalation matrix |
| Integrations | |||
| Standard adapters (ERP, bank, KYC) | • | • | • |
| Custom adapters included | — | 2 | Unlimited |
| Open API + Webhooks | • | • | • |
| Dedicated API rate limit | — | — | • |
| Tenancy & security | |||
| Multi-tenant SaaS | • | • | • |
| Custom domain | — | • | • |
| Single-tenant dedicated cluster | — | — | • |
| Region of residency | EU | EU / KSA | EU / KSA / UAE |
| Per-tenant KMS keys | • | • | • |
| BYO encryption keys | — | — | • |
| Support & success | |||
| Implementation | Self-serve + 4 hrs onboarding | Guided · 6 weeks | White-glove · 8–12 weeks |
| Support hours | EU/GCC business hours | 24×5 | 24×7 |
| P1 response SLA | Next business day | 4 hours | 1 hour |
| Named Customer Success Manager | — | Shared pool | Dedicated |
| Quarterly business review | — | — | • |
The questions everyone asks first.
What counts as an "active fund"?
A fund with at least one investor holding, or one open subscription, in the billing period. Wound-down funds in audit-only mode are not counted.
What's a "role-bearing desk"?
A user with one of the eight functional roles (FM, OP, FN, CO, RK, RM, Tenant Admin, Fund Setup). Investor portal users are unlimited and never count as desks.
Are implementation services included?
Boutique includes 4 hours of guided onboarding. Growth and Enterprise include full implementation as part of the year-one fee. We do not staff long, billable projects.
How is data stored when we leave?
You can export every entity as JSON, CSV and signed PDF audit packs at any time. On termination we return the full export and destroy the tenant within 90 days, with a destruction certificate.
Do we need to pay for a sandbox?
No — every plan includes one full-fidelity sandbox tenant with synthetic data. Enterprise plans include unlimited sandboxes for staging, training and DR drills.
What about regulatory reporting templates?
SAMA, CMA, DFSA, FCA report templates are included on Growth and Enterprise. We add new jurisdictions on customer request — usually within one quarter.
Tell us what you run; we'll price the platform.
Fund count, desk count, integrations needed, jurisdictions in scope, residency requirements. We come back with a written quote in three business days.