Our Partners

Connections that will add value to your business.

statpro

StatPro Group

In February 2016, Infovest fully acquired StatPro Portfolio Control (“SPC”) from the StatPro Group. As part of the transaction, StatPro has in turn acquired a controlling interest in Infovest Consulting (Pty) Ltd.

Infovest has been providing client support services for SPC since November 2013 through an outsourcing agreement with StatPro. The acquisition enables Infovest to further invest in the product development and in our Compliance Centre of Excellence, based in Cape Town. The immediate benefits for SPC clients will be improvements in system performance and a significant investment in the product longevity, together with an increased investment in the client services team.

Infovest’s industry leading IDM and reporting solutions are a valuable proposition to the global StatPro client base, who all face significant data management and integration challenges.

Infovest will leverage StatPro’s global client base and comprehensive international infrastructure to support its international growth strategy. This follows on from the new Infovest offices that were opened recently in Sydney, London and Boston.

Although Infovest is now part of the StatPro Group, we will operate independently with specific focus on compliance, reporting and Investment Data Management.

Infovest has been providing client support services for SPC since November 2013 through an outsourcing agreement with StatPro.

information

Interactive Data Corporation

Interactive Data Corporation is a trusted leader in financial information.

Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to IDC’s fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data supports clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management.

IDC provides reference data feeds into Infovest’s Compliance and Investment Data Management solutions. Infovest also collaborates with IDC to provide complete Solvency II solutions to both Asset Managers (TPT’s) and to Insurers (QRT’s).

Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to IDC’s fixed income evaluations

morningstar

Morningstar

Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and IRA, 401k, and 529 plan research. Their reliable data and analysis can help both experienced enthusiasts and newcomers.

Infovest works with Morningstar to provide complete Solvency II TPT solutions to Asset Managers on a managed service basis. Where enrichment data is required for the TPT file, Interactive Data is partnered with both Morningstar and Infovest.

Morningstar data is also consumed by Infovest’s Investment Data Management clients, with a seamless interface.

Infovest works with Morningstar to provide complete Solvency II TPT solutions to Asset Managers on a managed service basis.

microsoft

Microsoft Partner Network

Infovest is a proud member of the Microsoft Partner Network after having achieved Silver Independent Software Vendor (ISV) Competency. This designation is awarded to Microsoft partners who have a solid track record in developing and marketing software solutions based on the latest Microsoft technologies. In order to achieve Microsoft Silver Competency, our software and development team were thoroughly tested to prove our technical proficiency and robustness. We have demonstrated expertise within Data Platform, Application Integration and Software development and our Silver Competency places us among the top 5 percent of Microsoft partners worldwide.

Silver Competency designation provides benefits such as training and ongoing support. This enables us to build and deliver the best Investment Data Management solutions for our clients.

Infovest is a proud member of the Microsoft Partner Network after having achieved Silver Independent Software Vendor (ISV) Competency.