Investment reporting on over €200Bn combined AuM
Growcreate is the #1 Invessed partner
We manage digital identity, strategy, and engagement while delivering exceptional client service. Our portfolio includes reputable businesses like the Bowmore Wealth Group.
Asset and wealth managers need more than a client portal; they need a platform that delivers security, scalability and seamless data integration.
As an Invessed software implementation partner, Growcreate helps financial and investment firms design, launch, and scale digital platforms that combine reporting, engagement, and compliance.
We integrate Invessed with your CRM, fund administration systems, and cloud infrastructure, building solutions that:
- Streamline client reporting and onboarding
- Automate data aggregation and analytics
- Enhance user experience across devices
- Support compliance and audit transparency
What Invessed delivers
Deploy portals faster
Accelerate time-to-market with pre-built components for authentication, charting, notifications, and document management.
Control the client experience
Use the intuitive administration console to manage clients, content, and assets. Track onboarding, KYC, and trade requests in real time.
Harness innovation
Built on an API-first architecture, Invessed integrates with fund data, analytics, and CRM systems to automate insights and workflows.
Boost engagement
Deliver real-time, branded experiences across web and mobile. Empower clients with personalised dashboards, fund factsheets, and secure messaging.
Enable growth
Drive retention and cross-sell through integrated marketing, reporting, and digital identity management.
Simplify compliance
Reduce operational risk with secure access controls, encrypted data, and auditable workflows hosted on Microsoft Azure.
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.
Related case studies
Why Growcreate
- #1 Invessed implementation partner in Europe
- 200+ API integrations delivered
- 99.99% uptime on Azure infrastructure
- ISO 27001 & Cyber Essentials certified
- Deep experience in WealthTech, FundTech, and Digital CX
Build a client portal that delivers measurable value.
Professional experiences. Operational efficiency. Evidential compliance.
