Turning ComplexData Into Intelligence
Seamlessly integrates with your firm's existing architecture for maximum efficiency, accuracy and faster time to value.
Built on a Unified Data Foundation
At the core of Inveritas Technologies is a unified data foundation that harmonizes investment, accounting, and other data sources across the firm. By eliminating data silos and legacy system complexity, it delivers a single, trusted view of your investment business empowering faster decisions and scalable growth.
Single Source of Truth
A centralized data repository that brings all firm data together, eliminating fragmented data and a patchwork of legacy systems.
Integrated Workflows
Seamless data flow across front, middle, and back office operations for complete transparency and efficiency.
Data Driven Insights
Transforms raw data into a clean, analytics-ready format that powers portfolio management, performance, reporting and compliance.
Extensibility
Built for growth through modular design and open APIs that let you add applications and data sources without disruption.
Seamless Data Integration
Ingesting, harmonizing and normalizing data across the firm, enabling consistency, accuracy, and data accessibility.
Multi-Source Data Ingestion
Connect and import data from custodians, brokers, pricing vendors, and internal systems.
Automated Data Normalization
Standardize data formats and structures for consistent processing across the platform.
Data-Driven Transformations
Leverage intelligent processing to map, aggregate, and enrich data dynamically.
Data Quality Controls
Validation rules, reconciliation logic, and exception workflows ensuring data integrity.
Cloud Based Platform
A cloud-native system built for agility, scale, and security — delivering continuous access to investment data and the flexibility to scale.
Anytime, Anywhere Access
Secure access to your investment data from any device, anywhere in the world.
Elastic Scalability
Scale computing power and storage as your business and data volumes expand.
Enterprise-Grade Security
Enterprise-grade encryption, access controls, and redundancy ensure data protection and availability.
Continuous Innovation
Seamless updates and new capabilities delivered automatically, without disruption.
Multi-Asset Capabilities
Real-time multi-asset support providing a complete view of portfolios across equities, fixed income, funds, FX, derivatives, and hedge funds.
Broad Asset Coverage
Unified view across equities, fixed income, derivatives, FX, funds, and hedge funds.
Real-Time Portfolio Monitoring
Look-through into positions and exposures across strategies, accounts, and asset classes.
Complex Instrument Support
Handle structured products, OTC derivatives, and alternative investments seamlessly.
Securities Search
Intuitive search to explore securities by name, issuer, sector, type, or other key attributes.
Modular, Cost-Effective
Modular applications designed to meet your firm's specific needs without the overhead of costly, one-size-fits-all systems.
Deploy Only What's Needed
Select only the modules you need with no forced system bundles or unnecessary features.
Fits Your Technology Stack
Easily integrate with other vendor systems or add new modules as your business evolves.
Lower Total Cost
Reduced licensing fees, simplified maintenance, and reduced infrastructure costs.
Rapid Time to Value
Quick deployment and configuration without extensive customization projects.
Platform Security
Enterprise-grade security controls protecting sensitive investment data and ensuring confidentiality, integrity, and operational reliability.
Data Encryption
End-to-end encryption for data at rest and in transit with AES-256 and TLS 1.3 protocols.
Access Controls
Role-based access controls and least-privilege principles secure user and admin access.
Environment Separation
Production and development environments logically segregated for system integrity.
Audit Logging & Monitoring
Comprehensive audit logs track access and data operations for transparency and accountability.
Experience the Complete Platform
See how Inveritas Technologies can help transform your business starting with data.
Request a Demo