Invictus
Insights engine to democratize investment intelligence - Designed to exceed expectations.At Centricity, we have a deep understanding of sophisticated wealth management needs of Single family offices. This helped us develop technology that delivers an impactful client experience.
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Personalised Investment Portfolios
Design and construct portfolios basis investor preference, expectations and well defined guardrails.
Digital onboarding
Risk Assessment
Product Selection Engine
Customised model portfolios
Quick invest
Enhanced portfolio reporting
A 360 degree networth reporting of assets and instruments. - We provide you with visualization and detailed look through into performance, risk exposure across all entities and portfolios.
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Consolidated multi-product & multi-asset portfolio reporting
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Multi-advisor "held away" portfolio reporting
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Hierarchical-based access - Client preference-driven viewing rights.
Actionable portfolio review and insights
For analytically enabled decision making and call to action - Invictus provides a single source of accurate full picture data to give control and transparency to make informed investment decisions, real time.
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Generate portfolio analysis & quants.
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Enable IPS-guardrails-aligned portfolio tracking - Basis risk and return profile.
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Liquidity and cash flow insights.
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Product recommendations basis insights & investor requirements
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Stay appraised of all your portfolios through 24/7 monitoring ,notifications,alerts for critical activities ,events as well as triggers.
