Investera

PricingBuilt AroundYour Portfolio

Investera Pro pricing is tailored to your investment structure, reporting needs, and users. Get a clear quote with one quick call.

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Investment technology since 2018No obligation, no sales pressureYour data stays confidential
Investera dashboard showing total assets under management and live trend
Asset allocation breakdown with total AUM

Three Things Shape Your Quote

We don't publish a price list because a five-person family office and a multi-entity holding group aren't buying the same platform. These are the only variables that move your number.

1

People & Access

How many users need the platform, and in which roles: analysts, portfolio managers, finance, and investors with read-only portal access.

2

Portfolio Complexity

Which asset classes you hold, how many entities and portfolios you consolidate, and the currencies you report in.

3

Modules & Integrations

The capabilities you switch on: deal pipeline, CRM, AI intelligence, e-signature, plus any market data or ERP connections.

Implementation is scoped separately and quoted upfront. Data migration, chart-of-accounts mapping, workflow configuration and team training are set out line by line before you commit, so there is nothing to discover later.

Included As Standard

Regardless of size, no capability is held back behind a higher tier. Every licence includes the full platform.

  • Consolidated multi-asset dashboards
  • Unlimited portfolios and reports
  • Role-based access & maker-checker controls
  • Encrypted document repository

Since 2018 · proposal within 3 working days

30 minutes · a real answer, not a brochure

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The Platform

One Licence. The Whole Platform.

Investera Pro is sold as a complete investment management system, not a base product with the useful parts sold separately. Everything below is part of the platform your quote covers.

Dashboards & Reporting

Convert investment data into actionable insights.

  • KPI dashboards
  • Performance reporting
  • IRR, TWR, DPI & TVPI analytics

Portfolio & Deal Management

Manage investments from screening to exit.

  • Holdings & deal pipelines
  • Valuations & transactions
  • CRM & investor onboarding

Secure Document Management

Protect and manage investment documents.

  • Encrypted repository
  • Role-based access
  • Deal-linked approvals & e-signatures

Workflow & Governance

Create structured investment processes.

  • Approval workflows
  • Due diligence tracking
  • Automated alerts

AI Investment Intelligence

Enable faster, data-driven decisions.

  • AI portfolio assistant
  • OCR data capture
  • Market insights & alerts

Market Data & Connectivity

Connect with existing financial systems.

  • Bloomberg & SAP integration
  • Multi-currency support
  • Data imports & feeds

Exactly What Happens When You Book

No discovery maze, no three-week qualification cycle. You'll have a number and a scope you can take to your board.

Step One

A 30-Minute Working Call

We walk through your asset classes, entities, team structure and the systems you're replacing. You see the platform against your own scenario, not a generic demo script.

● Same week, usually

Step Two

A Written Proposal

Licence, modules, integrations and implementation set out line by line, with the assumptions we priced against stated in full. Nothing conditional, nothing to uncover later.

● Within 3 working days

Step Three

A Pilot on Your Data

Before any commitment, we load a slice of your real portfolio so your team can judge the platform on their own numbers rather than on a sample dataset.

● Optional, at no cost

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Straight Answers

Questions We Get Before the Call

Because any number we published would be wrong for most of the people reading it. A single-entity family office with four users and a diversified holding group consolidating twenty entities across five currencies are buying very different configurations of the same platform. Rather than post a figure hedged with footnotes, we size it properly once on a call that takes half an hour.

No. Come with your asset classes, entity structure and user count, and you'll leave with an indicative range on the call itself and a written proposal within three working days. If Investera isn't the right fit for your operation, we'll say so on the call rather than after a six-week process.

An annual subscription covering the platform, your users and the modules you enable, with implementation quoted separately and upfront. Multi-year terms are available. There are no per-report, per-portfolio or per-transaction charges. Those are the things you should be doing more of, not paying more for.

Data migration from your existing spreadsheets and systems, chart-of-accounts and asset-class mapping, workflow and approval configuration, user roles and permissions, integration setup, and team training. Scope and cost are set out line by line in the proposal before you commit.

Yes. Many clients begin with one asset class or one entity and extend across the group once the team is confident. Because pricing tracks users, entities and modules, the commitment scales with the rollout instead of running ahead of it.

You do. Investera runs on AWS with encrypted data management, role-based access and granular user permissions, and regional hosting is available on request. Your data is exportable at any point during the term and on exit.

Yes. Our clients are concentrated across the UAE, Saudi Arabia, Kuwait and Oman, with users further afield including Singapore. Multi-currency reporting and configurable governance frameworks are part of the standard platform.

Get a Number You Can Take to Your Board

Thirty minutes on your portfolio, your entities and your team, and a written proposal within three working days. No obligation either way.

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Pricing is scoped on a 30‑min callBook a Pricing Call