Launch Invessed apps and client portals for investment performance reporting
GrowCreate is the #1 Invessed partner
Asset and wealth managers often struggle to select a client portal or app provider. These challenges include integration with current systems, solution scalability, and dependable vendor support. They require a cost-effective solution that propels business success.
As an Invessed software implementation partner, we ensure the solution integrates smoothly with existing systems, offering scalability, security, and ease of use. We build client portals that can brand the experience, connect data, and deploy on optimised cloud infrastructure. Our wealth platforms and apps simplify data management, enhance real-time reporting, and increase client retention.
We manage digital identity, strategy, and engagement while delivering exceptional client service. Our portfolio includes reputable businesses like the Bowmore Wealth Group.
Schedule a free call with Ainsley
GrowCreate is the Invessed implementation partner
The CX revolution is underway. Attitudes have shifted from "we want this" to "we need this".
Theo Paraskevopoulos, Invessed CEO
Deploy client portals fast
Build your client portal with our plug-and-play component library, which includes security, interactive charting, libraries, and messaging functionality.
Control the client experience
Use the intuitive administration console to manage clients, content, and assets. Monitor incoming account processes, including onboarding, risk profiling, and trade requests.
Harness innovation
Combine an API-first architecture for efficient data management and a collection of reporting tools and integrations.
Boost client engagement
Service global clients with cutting-edge experience from onboarding to reporting.
Propel revenue growth
Promote your product range, publish interactive fund factsheets, and target data-driven growth opportunities.
Navigate regulatory compliance
Reduce compliance costs and risk while managing regulation on a central repository.
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.
Trusted by global MarTech teams
238%
higher NPS score than the industry average: 36
99.99%
uptime
96.8%
verified satisfaction score
Connect with over 200 APIs for popular apps
Stop your search for your wealth app now
Streamline real-time interactive reporting for portfolio valuations, fund factsheets, and more.
Expedite client onboarding with KYC/AML and e-signature features.
Advanced intelligence insights with embedded Analytics to understand behaviour and offer proactive service.
Book a discovery call; our experienced professionals will handle the rest.
