Mutual Funds Investment Report. Instantly.
For #Investors #Advisors #Institutions
Generate a comprehensive and consolidated report from a single investor mutual fund transactions CAS file. Provide insights across all Brokers/ARNs to your investors resulting in a truly whole of market investment report.
Investa can be used in multiple use cases
Increase Customer Acquisition
Onboard new customers by giving them an effortless report of their existing investments.
Analyse & onboard faster
Automate your onboarding process by using our CAS Parser to extract transactions with minimal effort.
Enhance your existing systems
Integrate into your existing systems and enhance your business processes.
Get started for Free
No long term contracts, no hidden costs. Register today and get 10 CAS requests for Free
Register today and get free credits
Register today to get free credits that can be used to generate up to ten CAS transaction reports. Offer valid for limited period.
How Does It Work?
Simpler than you think.
Request Consolidated Account Statement
Request your or your investor's CAS file from the RTA. Delivered as a password protected PDF file. Usually available at CAMS.
Upload into Investa
Upload the PDF file into Investa CAS file request. Investa will parse it using our proprietary OCR engine and present the transactions instantly.
Generate Report
Investa analyses the transactions for completeness, makes transactions available for analysis in a grid online or export to Excel.
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