01 — SYSTEM
Applications that investment and operational teams use every day
Developed by PT Infovesta Utama Jaya.
InvestPro
SAA optimization, OJK and internal limit checks before transactions, tiered approvals, as well as NAB and OJK reports.
InPension
Membership, contributions, investments, accounting, claims and OJK reports; close book 6 → 1 day, ready to go live when SK is issued.
OFORU
Risk profile, ideal allocation, product recommendations, sales scripts, and rebalancing alerts for RMs and agents; web and mobile.
Qonnectiq
Materials, live classes, discussions, progress monitoring, and learning reporting; continuing E-Waperd and i-Learn.
02 — DATA
Indonesian capital market data since 2005
Provided by PT Infovesta Utama; the same source fills InvestPro, OFORU, and IKA research.
InvestData
Six asset classes, 40+ analytics modules, automated reports, and an AI assistant that answers from real-world data.
Data Feeds
NAV, scoring, bonds, stocks, and indices are sent via API to your database or application every business day.
Market Data Center
NAV of mutual funds with Infovesta Scoring, indices, bonds and shares for the last two trading days, without logging in.
03 — ADVISORY
Investment advisor licensed and supervised by OJK
PT Infovesta Kapital Advisori, permit KEP-56/D04/2021.
Investment Planning (SAA)
Investment policy, strategic allocation, and ALM of objectives and liability profile.
Learn →Preparation of SOPs
Auditor-ready investment processes, authorization, controls and governance.
Learn →Risk Management
Risk guidelines, evaluation methods, and monitoring relevant to institutions.
Learn →Capital Market Research
Market Update & Outlook, product evaluation and data-based recommendations.
Learn →Not sure where to start? Look at the problem.
| What's happening | Starting from | Usually follows |
|---|---|---|
| Committee meetings are prepared from spreadsheets; Investment limits are checked manually | InvestPro | Advisor (SAA), Market Update |
| The new DPLK is waiting for a decree, or the old system closes the books in 6 days | InPension | InvestPro, Advisor |
| The research team collects competitor data from many sources | InvestData | Data Feeds |
| RM recommends products in their own way | OFORU | Data Feed, Qonnectiq |
| NAB data for internal systems is downloaded and processed manually | Data Feeds | InvestData |
| The Fund is managed without a written investment policy and investment team | Investment Advisor | InvestPro when funds grow |
Next step
Tell us the process, we show you the relevant products.
30 minute discussion to map needs; demo follows with your institution's scenario. No commitment.
- 1 · We will contact you within 1 working day
- 2 · Discuss needs, then demo relevant products
- 3 · Summary and quote within 2 working days