Wealth Management

Are your investment transactions scattered or listed by the thousands in one list? With Investime, you can easily build your own tracking for the investment instruments you want to monitor. Investime® saves investors time – when all the unnecessary is trimmed away. Investime® has been designed to be as consistent as possible, making it easy to understand and use.
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Portfolio Management System

What can you do with the Investime portfolio management system?

There is a clear need in the market for an easy-to-use, independent, and modern investment tracking tool. Investime® provides all the essential tools for managing and overseeing investment assets.

  • A comprehensive overview of investments, regardless of their type.
  • A single view displaying the entire value and historical performance of the investment portfolio.
  • Global retrieval of stock and currency values.
  • If values are not available, clients can easily input them themselves.
  • Reports and integration tools enable automation for accounting.
  • Essential information for tax reporting, such as pre-filled 9A forms, can be easily printed.

Who is the Investime wealth management system suitable for?

Investment companies

Investime supports your entire investment business. Investments can be grouped into separate investment portfolios according to monitoring and reporting needs.

Accounting firms

Through Investime, you can create significant added value for the client by providing transparent and clear reporting. Investime can be used internally within the organization or offered directly to your own clients.

Distributors

Do you have customers who could benefit from the versatile features of Investime? Contact us, and we'll provide more information.

For those interested in investing

You can try investing without any risk by entering the securities you follow as purchases in the service. You can also create a virtual portfolio and see how your investments would have performed.

Law firms

You may have clients who need a platform for estate management. Investime can also be used for managing private and family investment assets.

Real estate investors

Our service supports custom securities, so you can also add all your properties to the platform in the desired portfolio and separate them from other asset classes.

Join the journey to prosperity!

When you follow the age-old principle of buying low and selling high, you’ll succeed wonderfully. To achieve this, it’s advisable to use, for example, moving averages to provide buy and sell signals. Common sense is not forbidden when making your buying and selling decisions. You’re also free to set purchase, sale, and loss limits for each stock in your portfolio, and the program continually monitors when your specified limit is reached. After each price update, you’ll receive a notification if your set limit is either exceeded or fallen below. If you make dozens of trades per year, you’ll surely appreciate the fact that you no longer have to attach Annex 9A to your tax return; the program does it for you with just one click. Investime® is constantly under development. This ensures that you’ll also stay up to date in the future. We also welcome your thoughts on improving the program. Investment service companies can easily manage hundreds of portfolios, create impressive reports, and send them via email directly from the program.

Contact us and request a demo