What is InvestSync?
InvestSync is a modern, multi-tenant investment operations platform that helps teams organise holdings, track performance, and automate document processing. It brings your holdings, documents, daily valuations, and insights into one place — across organisations — with AI to eliminate repetitive work. Whether you’re a wealth manager overseeing multiple family trusts, a finance team consolidating investment statements, or an operator managing personal or company portfolios, InvestSync provides the tools you need to run investment operations at modern speed.Key Features
Multi-Organisation Management
Switch between organisations, each with its own currency, members, permissions, and categories
Daily Valuations
Automatic daily time series combining trades, market prices, and FX conversion in your reporting currency
AI Document Processing
Upload PDFs and let AI classify documents and extract transactions with structured fields ready for review
Portfolio Dashboards
Clear organisation and investment views with value over time, cost vs market, top holdings, and performance metrics
AI Assistant
One-click natural-language performance summaries in NZ English for quick updates and reporting
Capital Calendar
Plan and forecast capital commitments with visual calendar tracking and cashflow projections
Why Choose InvestSync?
- Speed: Server-first design and streaming keep time-to-first-token low; your data loads fast
- Accuracy: Deterministic daily valuation logic across prices and FX reduces reconciliation drift
- Multi-Tenant by Design: Switch between organisations seamlessly with role-based access control
- AI-Powered: Document classification and transaction extraction move work from manual data entry to review and confirm
- Security: Tenant boundaries enforced; email verification; no client-side secrets; S3 for documents
- Fit for Finance: Roles and granular permissions; audit-friendly artefacts; Stripe billing
- NZ English UX: Localised copy and currency/percent formatting for a clean, familiar experience
Who It’s For
- Wealth managers and family offices needing a clean, multi-entity portfolio view
- Finance teams consolidating statements, trades, and documents
- Operators managing personal or company portfolios without spreadsheet sprawl
Getting Started
Ready to streamline your investment operations? Follow our quickstart guide to get up and running in minutes.InvestSync is designed with New Zealand investors in mind, supporting local tax requirements and reporting standards. All features use NZ English spelling and formatting.