Next Generation Wealth Management
INVESTA is a secure wealth management app flexible enough to manage all kinds of assets with role based access control and strong encryption at every layer of data handling.
Why choose Investa?
We leverage state of the art technologies to turn your wealth management into an enjoyable and safe journey
Consolidated Accounts
INVESTA includes reporting, entity and asset management, and financial consolidation functionality.
Multi-Currency
With INVESTA you can easily convert between currencies and have multiple currencies for your different entities.
Asset Level Permissions
Manage the permissions of your assets and entities and be in control of who does what.
Security is One of Our Top Priorities
We use multiple layers of security in every component of our app to keep your assets secure, safe, and your information private. Your peace of mind is our highest priority.
SSL Encryption
Our website and app are secured with 256-bit encryption.
Account Alerts
You will be notified about unusual account activity for extra protection.
Account Safeguards
Multi-factor authentication, automatic logouts, and ID verification help prevent unauthorized access.
Bank-level Security
Secure servers and privacy verified by physical security.