PROVEN IMPACT
1TOOL
INSTEAD OF 10+ POORLY INTEGRATED SYSTEMS
60%
FASTER MEMO PREPARATION
50%
COST SAVING ON ADMINISTRATIVE TASKS
The INVICTUS-AI SUITE is an integrated, next-generation solution designed exclusively for wealth managers, asset managers, and investment professionals. Combining advanced technology, artificial intelligence, and user-centric design, Invictus streamlines operations, optimizes decision-making, and enhances client engagement within a unified ecosystem.
OUR MODULES
Invictus Core
At the heart of the Invictus Suite, CORE offers robust foundational features, seamlessly handling client information management, account oversight, customizable workflows, and templates for essential documents such as memos, emails, tasks, and calls. It includes powerful integrations with Outlook, Gmail, Zoom, Google Drive, third-party CRMs, and financial data providers like Plaid, enabling seamless collaboration and efficient workflows.
OUR COMMITMENT
A Wealth Management Platform That’s Easier. Faster. Smarter.
Advanced Features for Next-Level
Wealth Management Software
Unified & Seamless
Platform, Catering for
Alternative Investments
One Platform, No
More App-Hopping
Smart Automation &
Operational Efficiency
Optimization
No More Manual
Work – Just Scalable Growth
Digital-First,
Personalized Client
Experience
Now Advisors Can Truly Connect
with Gen Z and Millennials
Embedded AI,
Analytics and
Actionable Insights
From Guesswork to
Smart, Real-Time Decisions
THE INVICTUS ADVANTAGE
With a decade of expertise in wealth management ($7B in AuM), we know wealth and asset management and the best ways to take it to the next level.
Our team thrives to transform the wealth-tech chaos to clarity and simplicity.
OUR VALUED PARTNERS
