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.

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.

We are a software product and services company with expertise in Finance & Actuarial Mathematics.


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