What InfoVest Consulting does

InfoVest Consulting is a privately held South African software firm headquartered in Cape Town, founded in 2006. The company develops and licenses investment data management software targeted at the South African investment management industry. According to the firmographic inputs, InfoVest operates with a small team of 11-50 employees and serves institutional clients within the domestic market; the company is privately held with no public listing, no disclosed parent company, and no reported subsidiaries. The firm's business model is structured around the development and licensing of data management software for investment management workflows, consistent with a B2B enterprise software vendor addressing a specialized local market.

The breadth of detailed technology, product portfolio, and customer data in the aggregated source material pertains to Confluence Technologies (confluence.com), a separate, larger entity servicing 1,000+ firms across 40+ countries. This product data should not be attributed to InfoVest Consulting. As a result, the composition of InfoVest's specific product suite, customer logos, geographic footprint beyond South Africa, and revenue base are not verifiable from the available evidence. Its go-to-market is best characterized as a niche specialist vendor serving a defined local vertical.

Name

InfoVest Consulting

Website

https://infovest.co.za

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

InfoVest Consulting is a privately held, Cape Town-based software firm founded in 2006 that develops and licenses investment data management software for the investment management industry in South Africa, operating with a small specialist team.

Ownership category

akta.pro rank

Product category

Investment Management Software

NAICS

Software Publishers (513210)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Data Analytics & Business Intelligence Services (BPAHALAC)

Keywords

• Investment data management
• Regulatory reporting software
• Performance attribution analytics
• GIPS compliance software
• Investor communications software

Headquarters

HQ city

Cape Town

HQ country

South Africa

HQ region

Africa

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Enterprise Software Solutions: The company generates revenue through providing software solutions and services to investment management firms, including regulatory reporting, analytics, investor communications, and performance attribution platforms. Revenue is likely derived from software licensing and subscription contracts with institutional clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

InfoVest Consulting develops and licenses investment data management software for the investment management industry in South Africa. The company offers an integrated suite of enterprise platforms covering regulatory reporting, investment analytics, performance attribution, GIPS composite management, investor communications, and global data services. Its products are licensed to asset managers, asset owners, asset service providers, and investment consultants worldwide.

Product overview

Confluence Technologies offers a unified platform-plus-modules architecture serving the investment management industry. The core product suite includes Omnia, Rex, Signal, Silverfinch, Unity Financial Reporting, Unity Performance, Revolution, Revolution Composites, Style Analytics, PARis, and the Alternative Funds Reporting Platform. These are organized into integrated solution areas covering Regulatory Reporting & Filing, Investor Communications, Performance & Attribution, Risk Analytics, Factor Analysis, Peer Analysis, Composites & GIPS, Global Data Services, Investment Monitoring & Shareholder Disclosures, and Portfolio Reporting. Supporting services include Document & Template Production, Compliance Services, and Pricing & Valuation Services. The platform serves asset managers, asset owners, asset service providers, and investment consultants across 40+ countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Omnia Comprehensive enterprise platform for investment data management and reporting, serving asset managers, asset owners, asset service providers, and investment consultants.
• Rex Investment analytics and reporting solution for investment management firms requiring data-driven insights and performance reporting.
• Signal Investment monitoring and shareholder disclosures solution for asset owners and managers tracking underlying holdings and disclosures.
• Silverfinch Data services solution providing high-quality financial data, asset pricing, and index benchmarks for the investment management industry.
• Unity Financial Reporting Financial reporting platform designed for investment management firms to produce fund, transaction, and regulatory financial reports.
• Unity Performance Performance measurement and attribution platform for multi-asset portfolios in the investment management industry.
• Alternative Funds Reporting Platform Specialized reporting platform purpose-built for alternative investment funds with their unique reporting workflows.
• PARis Portfolio analytics and reporting solution for investment management firms managing multi-asset portfolios.
• Revolution Reporting and analytics platform serving institutional investment management firms with regulatory and investor reporting needs.
• Revolution Composites GIPS-compliant composites management and reporting solution for investment firms to maintain and demonstrate GIPS compliance.
• Style Analytics Investment style analysis solution for portfolio attribution, factor analysis, and performance evaluation across multi-asset portfolios.
• Document & Template Production Document creation and template management service supporting regulatory filings and investor communications for investment management firms.
• Pricing & Valuation Services Asset pricing and valuation services providing accurate pricing and valuation of investment instruments for institutional clients.
• Compliance Services Compliance support services helping investment management firms meet regulatory requirements across global markets.

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature10 records

Scale indicators3 records

Recent moves1 record

Expansion highlights2 records

Direct peers

• SimCorp: Provider of investment management software (SimCorp Dimension) covering portfolio management, performance, risk, compliance, and reporting for institutional asset managers and asset owners. Directly comparable in serving regulated investment management firms with integrated enterprise software.
• Confluence Technologies: Global provider of investment data management, regulatory reporting, analytics, and investor communications software for asset managers, asset owners, asset servicers, and investment consultants. Highly comparable product overlap (Omnia, Rex, Signal, Silverfinch, Unity, Style Analytics, Revolution, PARis, Pricing & Valuation Services) and same target customer base.
• Vermilion Software: Specialist in client reporting, performance measurement, and analytics software for asset managers and wealth managers. Comparable as a focused investment reporting and analytics vendor for institutional investment management clients.
• StatPro (S&P Global): Specialist in portfolio performance measurement, attribution, GIPS compliance, and analytics for asset managers. Comparable as a focused investment analytics and reporting software vendor serving institutional investment firms.

Broad incumbents

• MSCI: Provider of investment indexes, analytics, ESG data, and portfolio construction tools used by asset managers and asset owners. Comparable on factor analysis, performance attribution, risk analytics, and ESG reporting functionality.
• Bloomberg: Global financial data, analytics, and reporting platform (Bloomberg Terminal and PORT) widely used by asset managers, asset owners, and investment consultants. Comparable on investment analytics, performance attribution, and risk reporting.
• Charles River Development (State Street): Investment management platform (Charles River IMS) covering front-to-back office including portfolio management, trading, compliance, and reporting for asset managers and asset servicers. Comparable enterprise investment management software vendor for institutional clients.
• Finastra: Large financial software vendor serving banks, asset managers, and asset servicers with treasury, capital markets, and fund administration solutions. Comparable as a broad incumbent in financial services software with overlap in investment operations and reporting.
• SS&C Advent: Part of SS&C Technologies, Advent provides investment management software (Genius, Moxy, ACD) for middle- and back-office operations, performance, and reporting. Comparable target market (asset managers, asset owners, hedge funds) with broader portfolio than InfoVest.
• FactSet: Global financial data and analytics platform serving asset managers and investment professionals with portfolio analytics, performance, and reporting capabilities. Overlaps with InfoVest on investment analytics, performance measurement, and reporting for institutional clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/infovest

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InfoVest Consulting