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InvesITTM, a comprehensive solution aimed at the Investment Research industry, automates the research process end-to-end. Its key benefits arise from the degree of automation it provides for creating and distributing research documents and implementing rigorous compliance features. It is a truly global platform (fully web-based, multi-lingual, and can be deployed worldwide), and thus allows your analysts located in multiple countries to participate in the creation, review, approval and production of research products centrally.

The various modules of InvesITTM are weaved together enabling seamless research. At the same time, the modular offering of the product enables one or more modules to be implemented according to your needs. The modules are introduced below:

  • Authoring and Workflow management - automates authoring using MS word templates and, document and numbers management using workflow mechanism
  • Subscription management - enables capture and storage of client details and assign distribution preferences
  • Distribution management - automated distribution of the research products through channels like targeted media and general broadcast
  • Reference data management - centralized storage of global reference data across the research areas


  • Automation for quicker go-to-market - Reduced time-to-market of reports due to automation of research authoring, subscription and distribution
  • Compliance through customizable disclosure texts
    • Disclosures are fully customized according to the ticker, region and/or sector
    • Forms part of the 'dynamic' template for every document
    • Dynamic template also contains report specific data tables and charts
  • User friendly
    • Web-based UI makes it highly user-friendly
    • Authoring control caters to a flexible but controlled workflow
    • Template-driven report creation for each research product
  • Suitable across companies
    • Multilingual capability for use in any geography as well as a world-wide, integrated research environment
    • Modular suite enables customized solution

Bottom line: The InvesITTM platform liberates the research analyst to focus on delivering quality analyses and recommendations.

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What Customers Say

The ability to understand the business problem, together with the technical landscape and bridge the two, cannot be overstated. For that I'd be looking for someone who can influence, articulate and hold a view.

"What can I say!. Your efforts have made considerable positive impact.

– CIO, Leading Bank in Australia and NZ


What an amazing result. Considering how long and how tough this year has been, the result on the weekend was a testament to the drive, dedication and commitment to quality that this team continues to display. For those unaware of the details, we migrated over 400,000 business deposit and migration accounts with a success rate of 99.86% !!!!Congratulations to all involved and a huge well done to a program that continues to deliver the big bank changing milestones." 

– Program Director- One of the largest banks in Australia