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Investment Tracking,
Reimagined for Credit Unions
InvestIQ is CUtopia's next-generation investment management platform — built from the ground up for the unique needs of credit unions and cooperative financial institutions.
What's Coming with InvestIQ
Everything your investment team needs — in one purpose-built platform that speaks the language of credit unions.
Real-Time Portfolio Visibility
Live dashboards across all investment types — bonds, equities, CDs, and more.
Automated Compliance Tracking
Built-in regulatory guardrails so your team stays audit-ready at all times.
Seamless Core Integration
Native interfaces with OASys and leading core processors — no manual data entry.
Advanced Analytics & Reporting
Customizable reports for board presentations, regulators, and internal review.
Threshold Alerts
Automated alerts when positions approach policy limits or compliance thresholds.
SOC-Certified Infrastructure
Hosted in CUtopia's SOC-certified data centers — the same trust you rely on today.
Why Join the Waitlist?
Early access members get more than just first access — they help shape the product.
Backed by 30+ years of credit union technology expertise and SOC-certified infrastructure.
Reserve Your Spot
Be among the first credit unions to experience InvestIQ. We'll reach out with updates and early access details.
No spam. No commitment. Just early access to something built for you.
InvestIQ is built by CUtopia — powering credit union technology since 1995.