Control through flexibility

Software solutions that meet the diverse compliance, data management and reporting needs of today’s investment company.
We bridge the gap between you and your data.

Link Group
Atlantic Fund Services

The implementation of the Infovest IDM solution has provided Old Mutual Investment Group with a solid yet flexible platform that will take us into the future.

Jamie BoakesHead of Projects, Old Mutual Investment Group

The commitments we can make have become a useful selling point, because we know the Infovest IDM solution will be able to handle whatever is thrown at it. When we need help we know that Infovest IDM and the Infovest team will be our reliable partner.

The Riscura Team

Using the Infovest IDM solution has enabled our company to gather, store and access data relating to the portfolios that we manage very efficiently and flexibly.

Momentum Global Investment Management(UK) Team

We have benefited tremendously from Infovest’s evolving products and quality services. The Infovest IDM solution has improved the efficiency of our fund management and risk oversight.

Justin JamesHead of Risk, Edge Capital

Atlantic’s experience working with Infovest has been excellent. The Infovest team is knowledgeable about SPC processes and functionality as well as portfolio compliance monitoring in general. The Infovest team provided many creative rule writing solutions and never turned down a challenge.

Dennis MasonAtlantic Fund Services


We help asset managers adapt to change driven by events such as regulations, system selections and operational changes. Our Bridge Implementation Methodology enables clients to derive a rapid return on their investment, without the lengthy timescales associated with traditional compliance, data management and reporting projects.

We help asset services to provide new, value-added services, positioning them to scale their business and increase profitability. We also improve the efficiency of their existing services making the asset servicer more “sticky” with their clients.


We enable asset owners to become fully compliant with all regulations, and provide look-through for all their assets. We also help asset owners to improve operational efficiency and give them more control of their systems infrastructure and data.

What We Do

Infovest provides compliance, data management and reporting technology to the investment community. Our Infovest Compliance solution provides post trade portfolio compliance and breach management allowing clients to achieve compliance across diverse investment strategies. Infovest IDM allows you to effortlessly control investment data, ensuring its quality, completeness and auditability. Easily managed by clients, Infovest Reporter is agile enough to produce any kind of report, including client statements, fund factsheets and report packs – putting your needs at the forefront. We offer a solution for comprehensive reporting of financial regulations around the world with Infovest Regulatory Reporting. And our StatPro Revolution Fund Factsheet service allows you to outsource the production of fund factsheets – to us.