Innovative Financial Reporting
and Analytics
Al-Powered, Cost-Efficient Finance
Our software allow CFOs and Treasurers to respond quickly to market events, automate investment workflows, improve investment returns, ensure compliance, and preserve capital.
Faster
Financial Close Reporting
Better
Engagement and Analytics
Cheaper
AI-enabled reconcillation and customer support
Concise & Modern
Modern Tools for Modern Treasuries.
Founder
The company founder has been working in various finance and software leadership roles for over 30 years. Expertise are in fixed income investments. Extensive global network of treasurers and financial institutions has provided specific ideas about what the CFOs/Treasurers want, and how to provide the same better, faster and cheaper!
Team
- Decades of combined experice
- Expertise in Fixed Income Investments
- Designing state of the art software solution, in a:
- better
- faster
- cost economical manner
- Network of decision makers and mangers for investments
Call us anytime
+1 (408) 821-0797
30+ Years
Of leadership experience in finance and engineering
Our Solutions
At Alpha InvestTech, we revolutionize the way finance professionals manage interest income and capital. With over three decades of expertise in finance and software, our founder's vision is to offer cost-effective, Al-enabled financial solutions. Our no-code analytics tools empower CFOs and Treasurers to generate custom reports and seamlessly integrate with Excel and PowerPoint.
Capital Protection and Compliance
Stay ahead of market changes, ensure compliance, and protect your capital with our advanced financial analytics and reporting tools.
- Employ diversified investment strategies to shield capital from market volatility.
- Stay updated with local and global compliance standards.
- Conduct thorough assessments of counterparties and investment vehicles.
AI-Enabled Financial Support
For treasurers and finance professionals, Flexibly extendible with new age tools, offering real-time analytics, predictive modeling, and automated compliance checks.
- Predictive Forecasting: Anticipate cash flow trends and market shifts.
- Risk Management: Identify anomalies and mitigate fraud with AI-powered alerts.
- Operational Efficiency: Automate routine tasks like reconciliation and reporting.
No-Code Financial Analytic
No-code platforms are revolutionizing financial analytics by enabling finance professionals to build dashboards, generate insights, and automate reports.
- User-Friendly Tools: Drag-and-drop interfaces simplify data visualization and analysis.
- Faster Insights: Quickly create custom reports and KPIs for real-time decision-making.
- Cost Efficiency: Reduce reliance on IT teams and external developers.
Our Key Features
Our product provides comprehensive portfolio analytics, compliance, investment accounting, and portfolio risk analysis.
Role-based Access Control and Views
Works with or without Excel
Modular architecture to streamline data connectors
Scalable cloud-native compute engine
Our Products
We have a detailed roadmap for product development, including investment visibility, risk parameters, and compliance alerts. Our product is designed to meet the evolving needs of the investment management industry.
α 20/20
Allow the CFO and the Treasurer to respond quickly to market events with instant visibility to Liquidity, investments, interest income and related cashflows.
More Coming Soon....