Digital Transformation for Asset and Wealth Management Companies

Invessed Client Portal
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The most successful Asset and Wealth Management companies accelerate digital transformation with a DXP and a connected client portal.


Digitally transformed organisations are forecast to contribute more than half of the overall nominal GDP by 2023.


Worldwide spending on digital transformation (DX) reached 1.3 trillion U.S. dollars in 2020 and is growing by 10.4% year on year.


97% of respondents state that the outbreak of the COVID-19 pandemic sped up digital transformation processes in their organisations.

Next-generation digital solutions for Asset and Wealth Management companies

Over half of all customer interactions with products and services take place on digital channels, forcing Asset and Wealth Management companies to accelerate digital transformation. Digital Experience Platforms and Client Portals are part of this acceleration for advisors and their clients. Digital transformation will deliver seamless multi-channel experiences to attract and retain clients.

Deliver real value for your clients with a DXP and a Client Portal

Your digital technologies will improve existing, and create new processes for delivering real value for your clients. Your Asset or Wealth Management company will outpace the competition with an industry-leading DXP and wealth platform for client-advisor communications.

Why do Asset and Wealth Management companies need a DXP?

New client interactions will offer a better experience than the last. A DXP gives you the tools you need to monitor, learn and deliver better experiences across digital channels. Multi-channel digital experiences for Wealth Management companies can increase conversions by as much as 60%.

Why do Asset and Wealth Management companies prefer the Invessed client portal?

The Invessed client portal is a complete solution for financial advisors or direct investors. Invessed fits a strategy of increasing customer engagement and loyalty, and clients love the customer experience for reporting, onboarding and analytics.

Investors and advisors expect seamless digital experiences?

Asset and Wealth Management companies can increase digital engagement by delivering personalised client experiences. Our solutions will enable you to build, manage and optimise journeys across all digital touchpoints.

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