SI, built around the way you invest

We build bespoke SI platforms for asset managers and family offices. We also provide fundamental analysis of digital assets and tokenized RWAs as a consulting partner.

  • Bitcoin
  • Ethereum
  • Circle
  • Crypto.com
  • Coinbase

24/7

MARKET MONITORING

1M+

DATA POINTS ANALYZED DAILY

2018

PROPRIETY DATA HISTORY

50+

ASSET MANAGER & FAMILY OFFICE SERVED

Custom SI for your investment portfolio

We build research assistants, portfolio analysis tools and reporting integrations for asset managers and family offices.

Start with the work your team needs to improve. We define the data, review steps and system connectionsbuild components around it.

  1. Your current configuration

  2. Defined innovations

  3. Board Approval

    Meet invalert

From information
to conviction

That contribute to your team’s next decision making process through source data interpretation.

Research, portfolio analysis and reporting

Research briefs

Transparent citation.

Use SI assistants to find relevant market data and query internal knowledge base. Prepare deliverables for analyst review. Maintain sources and stress points.

Digital assets,
Portfolio fit

Assess new financial instruments. We analyze your risk profile, define exposure, examine liquidity and custody requirements, and carry out the integration process.

Explore digital assets & RWA

Asset research

Understand the underlying exposure, market structure and key assumptions.

Implementation plan.

Identify the required data, provider responsibilities and reporting flows.

Portfolio analysis

Assess portfolio risk, stress-test market scenarios and evaluate potential hedges.

Built for your role in the investment process

Help asset managers, family offices, and investment teams streamline research, exposure analysis, and reporting by consolidating information across holdings, evaluating new asset classes against investment objectives, organizing source materials, and preparing evidence-backed investment committee drafts.

Who we work with

Systems we build Research we provide

SI built around the way you invest.

Your investment process is unique. Your SI should be, too.

INVALERT designs and develops custom SI systems for investment professionals, connecting internal knowledge, market data, portfolio information, and existing workflows.

The objective is simple: reduce repetitive work, improve access to information, and give investment teams more time to focus on decisions.

Intelligence that understands your business

Generic SI tools can answer questions. Purpose-built systems can work with the information, terminology, and processes specific to your organization.

We design SI solutions around your investment strategy, data environment, and operational requirements.

What we build

  1. 01. Research & Knowledge Assistants

    Search and analyze investment research, internal documents, financial disclosures, and historical information through a conversational interface, with links to supporting sources.

  2. 02. Investment Workflow Automation

    Automate repetitive tasks such as information collection, document processing, data preparation, market monitoring, and initial research drafting.

  3. 03. Portfolio Intelligence Assistants

    Create SI-powered interfaces that help investment teams explore portfolio exposures, examine risk factors, and interact with analytical data.

  4. 04. Data & System Integrations

    Connect SI capabilities to existing databases, research platforms, portfolio systems, and approved third-party services.

Designed for control and accountability

Investment decisions require more than automated answers.

Our approach incorporates appropriate data access controls, source traceability, testing, and human review.

Depending on the requirements, solutions can use private infrastructure, local models, cloud-based SI, or a combination of technologies.

Our development approach

We begin by understanding your workflow, identifying the information required, and defining what a successful outcome looks like.

We then design, build, test, and refine the solution around your team's actual use.

Closing statement: Your expertise is the advantage. Technology should make it more effective.

Your expertise is the advantage. Technology should make it more effective

Build Your SI Solution

Digital markets. Institutional discipline.

Digital assets and tokenized real-world assets introduce new investment opportunities, market structures, and operational considerations.

INVALERT supports asset managers and family offices with research, portfolio analysis, and technology planning for this evolving asset class.

Our approach combines financial analysis with an understanding of blockchain infrastructure and institutional investment workflows.

From opportunity to informed evaluation

Entering a new asset class requires more than market access.

Investors need to understand the underlying economics, asset structure, potential risks, available service providers, and operational responsibilities.

We help bring these elements together into a structured evaluation.

Our expertise

  • Digital Asset Research

    Analyze asset fundamentals, market structure, token economics, governance, liquidity, and relevant risks.

  • Portfolio Fit & Risk Analysis

    Evaluate potential exposure, diversification characteristics, concentration, volatility, and liquidity within the context of an existing portfolio.

  • Tokenized Real-World Assets

    Research tokenized financial instruments, underlying asset rights, issuance structures, redemption mechanisms, and technology requirements.

  • Market Infrastructure & Integration

    Assess exchange connectivity, custody considerations, data providers, APIs, and reporting requirements.

  • Implementation Planning

    Develop a practical plan outlining technical dependencies, provider responsibilities, data flows, monitoring, and internal review processes.

Technology and market connectivity

INVALERT works with digital-asset technology and service providers, including Crypto.com Exchange, to help clients evaluate how relevant infrastructure may connect with their existing investment operations.

Trade execution, custody, and other provider-regulated functions remain subject to separate third-party arrangements and applicable requirements.

New instruments. Established principles.

Our focus is not simply introducing digital assets into a portfolio.

It is helping investment teams approach new financial instruments with the research, transparency, and operational discipline they expect from traditional markets.

Understand the asset.

Evaluate the risk.

Design the right infrastructure.

Discuss Digital Asset Solutions

See the full picture of your portfolio.

Investment teams manage more than positions and performance.

They manage exposures, concentration, liquidity, changing market conditions, and interconnected risks.

INVALERT develops custom portfolio intelligence tools that bring relevant data and analysis into a clearer, more useful view.

Beyond traditional dashboards

A portfolio dashboard shows what you hold.

Portfolio intelligence helps you understand how those holdings interact, where potential risks may be developing, and what different market conditions could mean for your strategy.

We build analytical tools around your portfolio structure, investment methodology, and reporting needs.

Our capabilities

  • Portfolio Visibility

    Bring holdings, asset classifications, and portfolio information together across relevant accounts, systems, and data sources.

  • Exposure & Risk Analysis

    Examine concentration, sector and asset-class exposure, liquidity characteristics, and other risk factors relevant to your portfolio.

  • Scenario Analysis

    Explore how selected market events, price movements, and changes in key assumptions could affect portfolio exposures and outcomes.

  • Custom Analytics

    Develop analytical views, calculations, and models tailored to your strategy rather than relying exclusively on standardized software.

  • SI-Assisted Portfolio Analysis

    Interact with portfolio information using natural-language questions, supported by underlying data, calculations, and defined assumptions.

Intelligence built around your strategy

There is no universal definition of a perfect portfolio.

Different investment strategies require different analytical methods, risk frameworks, and ways of presenting information.

We work with your team to define what matters and build the tools to examine it.

From information to perspective

Better portfolio visibility does not eliminate uncertainty. It gives investment professionals a stronger foundation for understanding it.

More clarity across your holdings. More context behind every decision.

Explore Portfolio Intelligence

Research that goes beyond the surface.

Financial markets produce an extraordinary amount of information.

The challenge is not finding more data. It is identifying what matters, testing assumptions, and turning evidence into useful investment analysis.

INVALERT combines financial research, quantitative analysis, and SI-assisted workflows to help investment teams investigate opportunities and understand market developments.

From information to understanding

Good investment research begins with the right question.

Whether evaluating a new asset, examining market developments, or reviewing an existing investment thesis, we organize information into clear, structured analysis.

Our work is shaped around your research objectives, investment criteria, and decision-making process.

Our capabilities

  • Fundamental Asset Research

    Evaluate the economic, financial, and structural characteristics of assets, businesses, and investment opportunities.

  • Market & Thematic Research

    Investigate market developments, emerging sectors, macroeconomic themes, and structural changes relevant to investment strategies.

  • Quantitative Analytics

    Examine historical data, market relationships, volatility, correlations, and other measurable characteristics.

  • Ongoing Market Monitoring

    Develop workflows that track selected assets, indicators, research topics, and relevant events.

  • SI-Assisted Research

    Use SI systems to organize information, search approved sources, summarize documents, and prepare research materials for professional review.

Evidence before conclusions

We believe good research should make its reasoning visible.

That means identifying sources, explaining assumptions, distinguishing facts from interpretations, and making findings easier to review and challenge.

Our objective is not to replace investment judgment but to give it a stronger analytical foundation.

Research designed for your decisions

From a focused investment question to an ongoing research workflow, we tailor the scope, methodology, and deliverables to your needs.

Better questions. Deeper analysis. More informed decisions.

Discuss Your Research Needs

From complex data to clear communication.

Investment reporting should do more than present numbers.

It should communicate portfolio developments, explain relevant risks, document investment reasoning, and give stakeholders a clear understanding of what matters.

INVALERT builds reporting systems and workflows that connect investment data, analytics, and commentary into structured, reviewable reports.

Reporting built around your audience

Different stakeholders need different perspectives on the same portfolio.

We help investment teams develop reporting processes that reflect their organizational structure, investment methodology, and communication requirements.

Our capabilities

  • Investment Committee Reports

    Prepare structured investment materials covering research findings, portfolio considerations, risk factors, and supporting evidence.

  • Portfolio Performance & Risk Reports

    Bring together portfolio data, performance context, exposure analysis, and selected risk indicators into consistent reporting formats.

  • Family Office Reporting

    Develop consolidated investment views and tailored reports across relevant accounts, assets, and investment structures.

  • Investor & Stakeholder Updates

    Create clear reporting workflows for periodic investment summaries, portfolio commentary, and supporting information.

  • SI-Assisted Report Preparation

    Automate selected stages of data collection, reconciliation, chart preparation, and narrative drafting, while keeping final review and approval with the responsible team.

From data to approved reporting

Our approach connects five essential elements:

  • Data

    Gather information from approved portfolio and financial sources.

  • Analysis

    Apply defined calculations, classifications, and reporting methodologies.

  • Preparation

    Assemble charts, tables, and draft commentary in established templates.

  • Review

    Validate information and route reports through appropriate approval steps

  • Delivery

    Produce consistent outputs for the intended audience.

Built around your standards

We design reporting workflows to reflect the requirements and responsibilities of your investment team.

The result is a more connected process, with less manual preparation, clearer source information, and more time for meaningful analysis.

Make every report a clearer reflection of your investment thinking.

Improve Your Reporting Process

Our exchange
partnership

INVALERT is an official Crypto.com partner. We provide seamless strategy implementation through REST API.

Explore our solutions
Crypto.com

Connect research, technology, and market access.

INVALERT is an official Crypto.com Exchange partner. We help clients connect digital-asset research and portfolio requirements with the technology and service providers needed to support them.

Discuss your strategy

Crypto.com Exchange

Our partnership is part of INVALERT’s work in digital-asset technology. For each engagement, we assess how exchange connectivity fits the client’s intended workflow and identify the account, data, and reporting requirements.

The services involved are defined around the client’s requirements and the relevant provider arrangements. We establish those details alongside the technology scope.

Clear responsibilities across the engagement

INVALERT technology and researchWe build custom systems and integrations, conduct research, and develop portfolio analysis and reporting. These are the core of the technology engagement.

Execution and custody providersThe relevant providers handle execution and custody under their own account and service arrangements. We help define how the associated information connects to the client’s workflow.

Asset managementINVALERT can discuss separate asset-management arrangements with appropriate partners. Each mandate defines the responsible parties, investment authority, portfolio restrictions, and fees.

Discuss the structure your team needs

We can explore the technology, provider connections, and responsibilities involved in your next step.

Discuss your strategy