A new and better way to manage your back-office and engage with investors.

We protect your data like it's our own.

Not only do we build world-class features, we also have a laser-focus on building a secure platform to house your data.

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Top security & privacy features.

The promises below have been part of InvestNext from the beginning. Everyone at InvestNext is committed to protecting our customers.


Physical Security

We are hosted on AWS who provides robust, physical data center security and environmental controls.


Your data is encrypted in transit using SSL, and at rest using 256-bit AES encryption, the same standards the world’s largest banks use.

Data Usage

We don't mine or access your data for advertising purposes.


Data Privacy

We only use customer data to provide the service; we don’t look into your account without your permission.

Data Recovery

We regularly back up your data and provide a maximum 24-hour RTO and RPO.

Data Ownership 

Your data 100% belongs to you. We won't delete data in your account without giving you time to export it.



Ensure the right people get the right level of access to features and capabilities, based on their roles.

Integrated Services

We use OAuth2 to securely authorize other SaaS services and do not store your username or password for those services.

Privacy & Safety Features

We allow you to turn on and off privacy impacting features to meet your needs.

Ready to modernize your firm?