Investment ManagementSystem of Record
End-to-end investment management platform powering front, middle, and back-office with a unified data foundation.
Unified Data Foundation, Modular Solutions
Streamline your investment workflow with a modular platform built on a single, trusted data foundation — connecting systems, teams, and insights across your firm.
One Source of Truth
A unified system of record that integrates investment, accounting, and reference data across the front, middle, and back office — eliminating reconciliation challenges, manual data processes, and reporting inconsistencies. Teams operate from a governed, consistent data foundation that enhances accuracy, transparency, and confidence in every decision.
Faster Decisions
A clean, consolidated, and consistent data foundation gives teams clear visibility into exposures, cash, and performance. With complete, reliable information driving every workflow, insights surface, collaboration improves, and decisions are made with greater speed and conviction.
Lower Total Cost
A modular, cloud-native platform that scales with your needs — add capabilities as you grow, without the overhead of bloated, one-size-fits-all systems. Streamline integration, simplify maintenance, and reduce both licensing and operational costs while keeping technology aligned to your firm's strategy.
Our Solutions
Modular investment management capabilities that work together seamlessly on a unified data foundation.
Data Management Engine
The backbone of the platform — a unified system of record that ingests, normalizes, and reconciles data from structured and semi-structured sources, delivering a clean, consistent, and governed foundation for all investment workflows.
Portfolio Monitor
Portfolio monitoring, position tracking, and exposure analysis with comprehensive, look-through views across strategies, accounts, and asset classes. Empower portfolio managers with clear insights from a single, connected platform.
Investment Reconciliation
A configurable reconciliation engine that aggregates, maps, and matches data across investment, accounting, and custodial sources — reducing breaks, improving data quality, and strengthening trust in information across the platform.
Reporting
A scalable reporting solution providing seamless data access through standardized platform views, API endpoints, and BI integrations — enabling teams to access, analyze, and act on insights with speed and consistency.
Why Choose Inveritas Technologies
Built for the next generation of investment managers who demand speed, accuracy, and scalability.
Unified Data Foundation
Single source of truth across the firm, eliminating data silos and inconsistencies.
Seamless Integration
Connect effortlessly with existing systems and third-party providers for a unified workflow.
Scalable Architecture
Grow from startup to enterprise without platform limitations or migrations.
Collaborative Workflows
Seamless collaboration across teams with role-based access and permissions.
Multi-Asset Capabilities
Support for diverse asset classes from equities to alternatives within one platform.
Cost-Effective
Reduce operational costs with streamlined processes and modular cloud-native architecture.
Discover How Inveritas Technologies Can Transform Your Business
See how becoming a data-driven organization can transform the way your firm operates.
Schedule a Demo