Digital solutions for Financial Services

Invessed Wealth Platform and Client Portal mockup

Engage investors with multi-channel websites and client portals

 

Get a proposal

Dramatically reduce the time-to-value with compliant investor profiling, bank-level security, integrated data providers, and CRM.

See how we have transformed fund marketing for Momentum Global Investments, helped Iolcus Investments engage the next generation of investors, and delivered an in-house valuations portal for Apollonian.

Our strategic, industry and technology experience will give you the edge over the competition.

Client Portal mockup
Asset and Fund Manager website mockup

Asset and Fund Managers

You can’t change fund performance. But you can change the customer experience. Asset Management marketing professionals face turbulent markets and tricky compliance rules. Deliver engaging cross-channel digital experiences, and investors will stick with you through thick and thin.

Client Portal for Wealth and Asset Management

Wealth Managers

In a rapidly evolving industry, technology is a key ally for established firms. Wealth Management is changing rapidly, however, technology can be your ally. Thanks to the Cloud, the technology that delivers secure, mobile experiences can be easily leveraged by established firms.

Hedge Fund and Alternative website design client portal

Hedge Funds and Alternatives

Extraordinary results in client servicing and stock-picking alike. Complex financial instruments can generate extraordinary results but are not for everyone. Client Service teams can deploy digital experience platforms, secure portals, and digital marketing to ensure compliance and maintain proximity to their customers.

5 key benefits that fit your strategy

From Reporting, Onboarding and Analytics, our solutions fit 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.

Innovation

Innovate by using Invessed to create your own innovative fintech solutions.

Engage clients across channels and throughout their journey.

Integrate everything.
Connect anything.

CRM integration

  • Microsoft Dynamics
  • Salesforce
  • Hubspot
  • XPlan
  • Intelliflo
  • FolioMetrics
  • Backstop

Financial Systems / Data Providers

  • MorningStar
  • FE fundinfo
  • SS&C Advent
  • Effect Systems
  • Platform Securities

Identity and legal

  • IDNow (KYC/AML checks)
  • DocuSign - e-signatures

Prosperity Capital Management logo

FE fundinfo logo

Ethenea logo

Quilter logo

Bowmore Wealth Group

Momentum Global Investment Management logo

Puilaetco logo

Invessed Digital Solutions logo

Multi-channel websites and client portals

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£200bn

Access expertise behind a £200bn key account combined AuM

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92%

Switch up your agency for an awesome 92% client retention rate

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94%

Benefit from a sector-busting client satisfaction score

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£1bn

Take advantage of Microsoft's annual investment in security

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The CX revolution is underway. Attitudes have shifted from "we want this" to "we need this". 

Theo Paraskevopoulos, Invessed CEO

Take the next step

 

Schedule a demo

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