Our WorkInvestra Financial ERP
Financial ServicesPrivate
Investra Financial ERP
🇦🇪
Client
Investra Financial
Country
UAE
Duration
20 months
Year
2023
Overview
Investra Financial required a purpose-built ERP system to manage its growing investment portfolio, client relationships, and regulatory reporting obligations across the UAE and GCC.
The Challenge
Disparate spreadsheets, manual client reporting, and no integrated compliance tracking created operational risk and limited the firm's ability to scale.
Our Solution
We designed and delivered a bespoke Financial ERP covering portfolio management, client onboarding, automated regulatory reporting, fee calculation, and executive dashboards — fully integrated with UAE financial regulations.
The Outcome
Operational efficiency improved by 50%. Regulatory reporting time reduced by 80%. Client onboarding cycle cut from 2 weeks to 3 days.
Project Details
- Client
- Investra Financial
- Country
- 🇦🇪 UAE
- Industry
- Financial Services
- Sector
- Private
- Service
- Financial Management
- Duration
- 20 months
- Year
- 2023
Capabilities Applied
- ERP Architecture
- Financial Systems Design
- Regulatory Compliance
- API Integrations
- Data Analytics