White Label Investment Platform

Our white-label investment platform can be configured rapidly to provide Angel Groups and Private Investor Networks with a robust online investment platform and client portal.

 

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Your own branded investment platform

Highly configurable, highly customisable online investment platform for Private Investor Networks.

Our white-label solution can be configured rapidly to support Angel Investor Networks and Private Investor Networks and provide an end-to-end online investment platform for private clients.

 

Discuss your needs and see Quva in action with a live, in-depth and personalised demo.

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Client Onboarding

Effortlessly enhance your client onboarding process with Quva. Benefit from highly configurable and customisable features, enabling you to oversee every stage from investor categorisation to thorough Anti Money Laundering (AML) and Know Your Customer (KYC) verifications, ensuring robust regulatory compliance and delivering a seamlessly smooth experience for both you and your clients.
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Client Portal

Enhance investor engagement and streamline communication with Quva's innovative white-label client portal. Empower your investors with secure access to their portfolios, real-time investment opportunities, and seamless transaction capabilities. With intuitive features and personalisation, create deeper connections and facilitate informed decision-making for enhanced investment outcomes.
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Compliance

Compliance

Quva's Compliance functionality ensures adherence to local and international regulations with customisable alignment. It conducts rigorous AML/KYC checks and monitors PEP and Sanctions lists in real-time. Administrators receive instant alerts regarding discrepancies, empowering organisations to manage regulatory complexities confidently, mitigate risks effectively, and maintain compliance seamlessly.
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Back Office

Back Office

Experience unmatched efficiency and collaboration with Quva's back office platform. Effortlessly manage pipelines, collaborate with colleagues, and customise your experience with bespoke terminology, KPIs, and reports. Enjoy streamlined operations, improved teamwork, and valuable insights for superior performance and results.
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Document Management

Documents

Effortlessly manage, organise, and securely store all your documents throughout the investment journey with Quva. Our intelligent document features not only automatically generate and pre-populate various documents, including investor agreements and share certificates, but also facilitate e-signature, ensuring efficiency and compliance at every step.
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Reporting

With Quva's robust reporting functionality, you can effortlessly craft and distribute investor updates while tailoring custom Key Performance Indicators (KPIs) to suit your specific needs. Seamlessly integrate with intelligent and powerful reporting systems through our API, ensuring comprehensive insights and analytics to drive informed decision-making and optimise investment strategies.
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CRM

CRM

Quva's CRM offers a comprehensive view of investor records and their portfolios, enabling seamless communication and targeted opportunity distribution. Quva can also integrate with platforms like HubSpot and Salesforce, further enhancing efficiency, streamlining investor relationship management and maximising opportunity outreach for optimal engagement and growth.
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Transact

Transactions

Quva's client portal empowers investors to securely invest while enabling administrators to efficiently distribute capital calls for secure payments. With intuitive interfaces and robust security measures, investors confidently engage in opportunities, while administrators ensure seamless transactions, enhancing overall satisfaction and trust in your investment operations.
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Settings & Customisation

Quva offers unparalleled customisation and personalisation options, allowing users to tailor the platform to their unique needs. From branding and terminology adjustments to creating custom users and permissions, Quva empowers organisations to mold the system to fit their specific requirements.
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Why choose Quva?

Our team of seasoned investment professionals at Quva leverages their deep industry expertise to create a highly customisable white-label investment platform.

Designed for investment professionals by those who truly understand the field, Quva offers the flexibility and functionality you need to deliver a branded, tailored experience to your clients.

 

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White Label Platform FAQs

Find out everything you need to know about the Quva White Label Investment Platform and how it can help your Angel Network or Private Investor Network

 
  • Quva is a highly customisable, highly configurable White Label Investment Platform designed specifically for Angel Networks and Private Investor Networks. It provides a seamless, integrated solution for managing investments, enhancing collaboration, and optimising the investment process.
  • Quva is designed for Angel Networks, Private Investor Networks, and any investment groups looking for a robust, scalable platform to manage their investment activities efficiently. Whether you're a seasoned investor group or a newly formed network, Quva offers the tools you need to succeed.
  • Quva has a comprehensive feature set including the following; Client Onboarding, Client Portal, Compliance, Back Office, Document Management, Reporting, CRM, Transactions, Settings & Customisation.
  • Quva is highly customisable to meet the unique needs of your investment network. You can brand the platform with your logo, choose specific features, and tailor the user interface to align with your operational and investment processes.
  • Absolutely. Quva prioritises security with robust encryption protocols, secure data storage, and regular security audits. We ensure that your data and communications remain confidential and protected against unauthorized access.
  • Yes, Quva is designed to integrate seamlessly with a variety of third-party tools and platforms. Whether it's CRM systems, email marketing tools, or financial software, Quva ensures smooth interoperability to enhance your network's efficiency.
  • Getting started with Quva is simple. Contact our sales team to schedule a demo and discuss your network's specific needs. We'll guide you through the setup process and help you configure the platform to best support your investment activities.
  • Quva is versatile and can manage a wide range of investment types, including venture capital, private equity, real estate, and more. Its flexible architecture allows you to customize the platform to suit the specific needs of different asset classes.
  • Quva is continually evolving to meet the needs of our users. We regularly release updates and new features based on user feedback and industry trends. Our goal is to keep Quva at the forefront of investment management technology.
  • We value feedback from our users and encourage you to share your ideas and suggestions. You can provide feedback or request new features through our support portal, where our team reviews and considers user input for future updates.
  • Please feel free to reach out to us on the contact page.

Who we work with

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Request a Demo

Whether you’re looking to streamline how you manage your investments, or simply have a burning question, get in touch today and see how Quva can help take you and your business to the next-level.

 

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