inveo.no

RFI by Inveo

Give your clients a complete overview of their portfolio performance displayed as both numbers and a chart. Get detailed information of your portfolio holdings displayed as graphs and drill down charts. Data is transfered securely on a regular basis from the asset management company to the RFI database. The system lets you distribute reports individually, by groups or to all customers. OSLO, LONDON and SAN FRANCISCO March, 2012. Tel: 47 901 44 192. E-mail: dag (at) inveo.no.

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RFI by Inveo | inveo.no Reviews

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Give your clients a complete overview of their portfolio performance displayed as both numbers and a chart. Get detailed information of your portfolio holdings displayed as graphs and drill down charts. Data is transfered securely on a regular basis from the asset management company to the RFI database. The system lets you distribute reports individually, by groups or to all customers. OSLO, LONDON and SAN FRANCISCO March, 2012. Tel: 47 901 44 192. E-mail: dag (at) inveo.no.

<META> KEYWORDS

1 report for investors

2 about rfi

3 about inveo

4 portfolio

5 performance

6 portfolio holdings

7 apz/axys extract reports

8 individual report distrubution

9 inveo as

10 dronningensgt 10 b

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report for investors,about rfi,about inveo,portfolio,performance,portfolio holdings,apz/axys extract reports,individual report distrubution,inveo as,dronningensgt 10 b,norway

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RFI by Inveo | inveo.no Reviews

https://inveo.no

Give your clients a complete overview of their portfolio performance displayed as both numbers and a chart. Get detailed information of your portfolio holdings displayed as graphs and drill down charts. Data is transfered securely on a regular basis from the asset management company to the RFI database. The system lets you distribute reports individually, by groups or to all customers. OSLO, LONDON and SAN FRANCISCO March, 2012. Tel: 47 901 44 192. E-mail: dag (at) inveo.no.

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inveo.no

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RFI by Inveo

http://www.inveo.no/About

Detailed, easy and modern reporting is a vital factor for accomplishing success. RFI by Inveo is a modern digital portfolio reporting system optimized for most platforms and devices. The system is made primarily for investors and asset managers. All data is transferred from the asset management company to the RFI database in a chosen frequency, which gives Monthly, weekly or even daily updates. Customers, advisors and asset managers can log in to the RFI-system using their preferred device.

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RFI by Inveo

http://www.inveo.no/Inveo

Inveo AS has in-depth knowledge of local reporting needs, and enables wealth and asset managers to deliver reports to their investors to secure websites, mobile phones and tablets. Inveo has developed the online application RFI, Report For Investors, which is a modern digital portfolio reporting system for investors and asset managers. The application is accessible and optimized for most common platforms and devices, such as tablets and smartphones, and of course desktops and laptops. Tel: 47 901 44 192.

3

RFI by Inveo

http://www.inveo.no/Modules

The following modules are included in the software:. Your solution has it's own database and is not shared with others. This elevates your data security! You can customize the look and feel of the system with your own logo and color scheme. Data is automatically extracted from the APX/AXYS system and imported into RFI. The system is hosted in Inveo's secure data center. Data is updated automatically every week. Special users with administrative rights can be created to manage the system. The Report disti...

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Give your clients a complete overview of their portfolio performance displayed as both numbers and a chart. Get detailed information of your portfolio holdings displayed as graphs and drill down charts. Data is transfered securely on a regular basis from the asset management company to the RFI database. The system lets you distribute reports individually, by groups or to all customers. OSLO, LONDON and SAN FRANCISCO March, 2012. Tel: 47 901 44 192. E-mail: dag (at) inveo.no.

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