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Providing Solutions — Indonesian Capital Market Data & Research
About Us

Technology
development

has encouraged us to create innovative investment solutions for financial and capital market industry

01

About Us

PT. Infovesta Utama (Infovesta) is a leading technology company that prioritizes investor interest in investment zone, especially capital market investment.

"Innovations" create "Solutions".

We combine a technological intelligence into every product and service we create. By connecting data and information, we create an investment solution that is highly integrated with investors’ needs in daily basis. We can formulate the causes and effects, risks and investment opportunities in new ways that assist investors to make decisions with more confident.

02

Vision

To be a leading technology company in financial and investment industry

Mission

  • To create investment technology innovation without limits
  • To automate the investment process to improve efficiency and reduce complexity
  • To make technology that integrate with consumers’ business
  • To provide technological products and services to increase value for consumers and stakeholders

"Solutions" Bring up "Opportunities".

Our experiences for more than ten years have become our strong base for bringing changes in the investment industry. By sticking to the principle of always putting forward the interests of investors, we are making new changes by bringing a touch of technology to create new opportunities for investing. We have been trusted to handle most reputable companies in investment industry such as Investment Managements, Securities Companies, Insurance Companies, Banks, Pension Funds, BPJS, and other public companies.

We have created various investment tools and been an important part in the investment decision-making process for investors. We are the key answer for investors to invest.

03

Company Milestones

  1. 2005

    Provide mutual funds data and information

  2. 2006 – 2009
    • Build the first mutual fund score in Indonesia
    • Provide additional data and information of stocks, bonds, money markets and unit links
    • Provide qualitative analysis of mutual funds, stocks, bonds, money markets and unit links
  3. 2010 – 2012
    • Build E-Waperd (web-based app), an online learning application to help WAPERD candidates get authorized WAPERD license from Financial Service Authority
    • Develop investment advisor application for bank and investment performance calculator application for institutional investors
    • Provide data feed service, a mechanism that enables data transfer directly to client’s database
  4. 2013 – 2016
    • Provide professional consultancy such as investment Standard Operating Procedures
    • Build VIP (Infovesta Investment Platform) application that accommodates investment planning, recording and monitoring
    • Build i-Learn (mobile-based app) as a modified E-Waperd app
  5. 2017
    • Build INVESTPRO, an application that supports the planning, implementation and monitoring of investment portfolios with the addition of multi-user functionality and activity recording for audit and justification purposes.
    • Build IN-TECT: Wealth Management Tool for Banks.
  6. 2019
    • Launching ICADEMY, an application for technology-based learning. Has the advantage of helping the communication process between teams quickly and recorded. You can use ICADEMY for learning at schools, universities, and even collaboration between divisions in your workplace.
  7. 2021
    • Launching OFORU, Wealth management tool for Bank.
04

Clients Information

Infovesta has assisted various big companies to facilitate their needs in optimizing investment and financial process execution

Investment Manager

Local and Foreign

Pension fund

Employer

Insurance company

General and Life Insurance

Others

Foundations and Companies

05

ORGANIZATIONAL STRUCTURE

For more than fifteen years, INFOVESTA has been a technology company in the investment sector that provides products and services to help institutional investors manage funds and collaborate such as Investment Managers, Insurance Companies, Banks, Pension Funds, and other institutional investors.

  • COMMISSIONER
    • INFOVESTA UTAMAHOLDING COMPANY
      President Director
      • Subsidiary - IT Product & Solution
        PT Infovesta Utama Jaya
        • President Director
          • Sales & Marketing
          • RnD
        • Director
          • Product
          • IT
          • Apps Support
      • Subsidiary - Consulting Services & Investment Advisor
        PT Infovesta Kapital Advisori
        • President Director
          • Consulting Manager
            • Finance
            • Investment Advisor
            • Compliance
            • Analyst
            • Risk Management

        Investment Advisors who help investors make decisions based on precise and measurable investment knowledge and information in accordance with the needs and risk profile of investors. Investment Advisor business license to PT Infovesta Kapital Advisori based on the Decision of the Board of Commissioners of the Financial Services Authority Number: KEP-56/D04/2021 on October 29, 2021.

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06

PT INFOVESTA UTAMA BASIC INFORMATION SECURITY POLICY

PT. Infovesta Utama (Infovesta) is committed to achieving the satisfaction of all stakeholders, including clients, by providing reliable, safe, and high-quality services. layanan yang andal, aman, dan berkualitas.

In order to maintain the confidentiality, integrity and availability of information, and to protect the interests of all stakeholders, Infovesta has established the following commitments and guidelines:

Infovesta carries out various business activities which include:

  • Data and Information Services;
  • Research Services;
  • Investment System Solutions and Integration;
  • Consulting Services; and
  • Education and Training Services.

1. Information Asset Protection

Implement appropriate organizational and technical measures to ensure the protection of the confidentiality, integrity and availability of all information assets, and adapt their implementation to technological developments and potential new threats.

2. Increasing Competence and Awareness

Conducting information security education and training programs for all employees, and ensuring that this policy is effectively socialized to increase and maintain awareness of the importance of information security.

3. Determination and Review of Information Security Objectives

Establish, monitor and periodically review information security objectives as part of the management system, and implement continual improvement efforts to ensure their effectiveness and suitability.

4. Information Security Risk Mitigation

Identify and control information security risks, including monitoring and evaluation through a Risk Treatment Plan.

5. Compliance with Applicable Requirements

Comply with all provisions of laws and regulations, contractual agreements, and other requirements relevant to the implementation of information security in the Infovesta environment.

6. Responsibility and Authority

Delegate clear responsibilities and authority to the relevant Manager and Person in Charge (PIC) to implement, maintain, and continuously improve the information security management system.