Wealth Management digital transformation built for the next generation of investors
Growcreate delivers Wealth Management digital transformation for asset and wealth managers who want to accelerate growth, meet regulatory expectations and enhance client engagement. Our team combines financial UX design, data integration and secure Azure hosting to modernise portals, apps and CMS platforms.
Through Invessed — recognised in the WealthTech100 (2025) — we help firms turn complex investment data into meaningful digital experiences. Whether you’re connecting investor profiling tools, integrating CRM, or enabling real-time portfolio access, we bring the right mix of financial expertise and engineering discipline to every release.
Talk to our experts to accelerate your platform modernisation.
Why modernising wealth platforms matters now
The private wealth sector is changing fast. Investors expect the same instant access they get from retail banking, while regulators demand stronger governance, resilience and data transparency. According to Deloitte (2024), 68 % of wealth firms are prioritising digital investment to improve efficiency and client experience, while operational resilience remains a top-three board concern under FCA PS21/3.
Why this matters now
- Are your digital channels ready to meet rising investor expectations?
- Can your platform demonstrate compliance with PRA SS1/21?
- Are you using your data to personalise service — or just store it?
Support
Continuous monitoring, incident response and compliance alignment designed for regulated investment environments.
Enhance
We refine your digital platforms with personalised dashboards, secure API integrations and multi-market content management.
Evolve
From CRM integration to investor self-service, our modular architecture on Microsoft Azure helps you adapt faster.
| Service | What it includes | Why it matters |
|---|---|---|
| Investor portals & apps | Secure logins, dashboards, valuations, messaging | Higher engagement and trust |
| Fund marketing platforms | Data-driven content, multi-region publishing | Better investor communication |
| CRM & system integration | Dynamics 365, Salesforce, transfer agents | Unified view of investors |
| Azure hosting & governance | UK and EU data residency, CI/CD pipelines | Security and resilience |
Related case studies
Momentum Global Investments
Reimagined fund marketing with an interactive portal, improving client engagement and transparency.
Iolcus Investments
Reduction in admin costs after deploying a self-service investor platform.
Why teams choose Growcreate
- Invessed by Growcreate – recognised in the WealthTech100 (2025) as a leader in digital investor experience
- Compliance by design – ISO 27001 controls embedded from day one
- UK & EU data residency – Azure regional setup aligned to FCA PS21/3 and PRA SS1/21
- Composable architecture – modular design for agility and speed
- Proven partnerships – Umbraco Platinum • Microsoft Azure Partner • Invessed Wealth Platform
FAQs
We combine industry knowledge with modular engineering. From investor onboarding to fund marketing, we modernise platforms that improve performance and compliance.
Yes — we integrate Dynamics 365, Salesforce, Morningstar and Refinitiv APIs for unified investor data.
All projects follow ISO 27001 and Cyber Essentials frameworks, ensuring secure data handling and governance.
Yes — through Invessed, we deliver branded investor portals with authentication, performance dashboards and secure document sharing.
Clients typically see faster onboarding, higher engagement and 20–40 % lower operational cost per investor.
Support. Enhance. Evolve.
Our continuous improvement framework keeps your platform secure, performant and future-ready.
