invauto - Automate Your Entire External Investment Workflow

 • No 3rd party access agreements required from investment managers or custodians.

• With invauto, you don't have to chase paperwork for months on end to get up and running.  

• Your team goes from manual statement processing to a simplified monthly close in less than 6 weeks. 

• Give your team time back every close cycle.

• Every close cycle, every audit cycle, invauto gives your team hours back. 

• Eliminate negative fund balance worries, stop manually tracking liquidation requests, and walk into every audit with clean investment reporting already in your hands. 

• No integration fees or special software required from investment managers.

• Happy managers = more referrals

• No more fees treated as withdrawals

• Determine how you allocate dividends & interest

• Have unquoted market investments?  As long as you get a statement, invauto can handle it.  Yes, even LPs, alts, and impact investments.

• Built exclusively for community foundations not retrofitted from a corporate platform. 

• No asset-based fees, no bloated pricing, no features you'll never use. 

• Proving to be a fraction of the cost of traditional aggregators

• invauto is a platform that grows with your organization.  Start small and add features as you need.

• invauto is cost effective and positioned to appeal to all size foundations.  Gone are the days of needing $100 million in investments to get a call back.

• Widen your donor net.  With invauto, your back-office is taken care of, so you can take on as many separately managed accounts as you can get.  Reduce your minimum required balance, appeal to younger donors, and amplify your community's impact.