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Digital Solutions for Asset and Wealth Managers

Enterprise Content Management, CRM and Cloud solutions for ambitious financial brands.

Engage investors with beautifully designed, multi-channel websites and portals. Remain compliant with investor profiling and bank-level security. Pre-integrated with CRMs and data providers, you can dramatically reduce time-to-value.

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“Our portal is something you can touch and feel – a powerful way for clients to share their experience with London & Capital"

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Your team of investment technology experts

  • Multiple success stories in Asset and Wealth Management
  • Engage a team of Cloud and digital technology experts
  • Full-service agile projects, including discovery, creative and delivery
  • Active account management, support and maintenance SLA

 

Secure access, by design

Protect your clients’ investment data with as fully tested security framework, ensured by Microsoft’s Cloud.

  • Full authentication suite, including account management and bulk on-boarding
  • Further protection via multi-factor authentication and Web Application Firewall
  • Track record of successful penetration tests at application and infrastructure level
  • Leverage Microsoft’s $1bn annual spend on security on the Azure Cloud

 

Beautiful, personalised experiences

  • Comprehensive suite of interactive charting for performance and data visualisations
  • Service touch points, including reports and valuations, document libraries and messaging
  • Support global operations with localised content for investor profile, language and region

 

Analytics and intelligence

Optimise platforms and understand investor behaviour with built-in Analytics and customer profiling tools.

  • Track behaviour through the customer lifecycle and across channels
  • Visualise journeys and uncover patters on your secure Dashboard
  • Drive engagement with smart segmentation and personalisation tools

 

Invessed portal for Wealth and Asset Managers
Theo Paraskevopoulos

Project or support?

Contact our industry expert Theo Paraskevopoulos on 01844 202522 to find out how we can help.