Build secure web portals and mobile apps for your Clients, Advisors and Investors.
Deploy client portals fast
Build your client portal with our plug-and-play component library, including security, interactive charting, libraries and messaging functionality. Brand the experience, connect your data and deploy on our optimised Cloud infrastructure. Quick deployment, from zero to MVP in 30 days.
- Personalise plug-and-play components
- Deploy connected data
- Optimise cloud infrastructure
Control every aspect of the experience
Use the intuitive administration console to manage clients, content and assets. Monitor incoming account processes, including onboarding, risk profiling and trade requests. Use the built-in Analytics for insights on overall performance and client intelligence.
- Enhance risk profiling
- Advance intelligence insights
- Expedite client onboarding
The CX revolution is underway. Attitudes have shifted from "we want this" to "we need this".
Theo Paraskevopoulos, Invessed CEO
Harness innovation and build client trust
Wealth platforms and apps are key components in the Asset and Wealth Management CX strategy. Invessed combines an API-first architecture for efficient data management and a collection of reporting tools and integrations. Harness the innovative edge of our technology to make connections, build trust, and foster loyalty.
- Simplify data management
- Streamline real-time reporting
- Boost client retention
Seamless Customer Experiences across the client lifecycle
To be successful, customer experience must be seamless across touchpoints and the client life cycle. Invessed offers a toolkit that helps you engage and convert prospects, as well as minimise friction during onboarding. With real-time reporting and collaboration features, advisors are empowered to provide the best possible service across channels.
- Create seamless Customer Experiences
- Customise workflows
- Engage and convert prospects
Boost client engagement
Service global clients with cutting-edge experience from onboarding to reporting.
Propel revenue growth
Promote your product range, publish interactive fund factsheets and target data-driven growth opportunities.
Optimise operations
Empower teams to deliver effective operations across channels and the client life cycle.
Navigate regulatory compliance
Reduce compliance costs and risk while managing regulation on a central repository.
Investment reporting on over €200Bn combined AuM
Invessed fully-featured client portal
Client reporting
Client reports for private, retail or institutional investors.
Investment advice
Capture client risk profile and match with funds and model portfolios.
Fund reporting
Showcase your fund range in an interactive and engaging way.
Investment analytics
Analytics dashboard to understand client behaviour and extract value from data.
Mobile and Web
Multi-channel client experiences, across web, email and mobile app.
Integration APIs
Fits naturally and effortlessly in your data landscape.
Client lifecycle
Client onboarding and lifecycle management software with KYC and e-signatures.
Cloud and security
Scale and secure your client portal, with a Cloud-native solution.
Connect with over 200 APIs for popular apps
8 key benefits that fit your strategy
From fund reporting, onboarding and analytics, Invessed fits a strategy of increasing customer engagement and loyalty.
Reporting
Streamline real-time interactive reporting for portfolio valuations, fund factsheets and more
Onboarding
Expedite client onboarding with KYC/AML and e-signature features
Full functionality
Personalise rich financial content, document libraries, and secure messages with our plug-and-play component library
Analytics
Advance intelligence insights with embedded Analytics to understand behaviour and offer proactive service
Security
ISO27001 and Cyber Essentials certified
Compliance
From GDPR to ISO, the widest portfolio of compliance and certifications
Innovation
Access to Machine Learning and other avenues to innovation
Optimised
Benefit from optimised application solutions
"Modernising our Cloud stack has been a real growth accelerator."
UK FinTech Provider
"Great news! The automated KYC tool has significantly reduced the drop-off rate during onboarding."
UK Wealth Manager, £3BN AUM
"By now, all interactions with advisors and clients begin on our digital channels."
UK Fund Manager, £6BN AUM
Engagement model
01 Project basis
- Fixed Price
- Time & Material Model
02 Team augmentation
- Resource as a Service
03 Engineering
- Strategic consulting
- Discover, Design, Develop, Deploy, and Iterate
- Support & Maintain
Case studies
Schedule a no-obligation call with Ainsley
Create secure client portals and mobile apps for your Clients, Advisors, and Investors.
