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Invessed

Invessed is the complete client engagement and reporting platform.

Invessed Client Portal
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Build secure web portals and mobile apps for your Clients, Advisors and Investors.

Deploy client portals fast

Build your client portal with our plug-and-play component library, including security, interactive charting, libraries and messaging functionality. Brand the experience, connect your data and deploy on our optimised Cloud infrastructure. Quick deployment, from zero to MVP in 30 days.

  • Personalise plug-and-play components
  • Deploy connected data
  • Optimise cloud infrastructure

Control every aspect of the experience

Use the intuitive administration console to manage clients, content and assets. Monitor incoming account processes, including onboarding, risk profiling and trade requests. Use the built-in Analytics for insights on overall performance and client intelligence.

  • Enhance risk profiling
  • Advance intelligence insights
  • Expedite client onboarding

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

Theo Paraskevopoulos, Invessed CEO

Harness innovation and build client trust

Wealth platforms and apps are key components in the Asset and Wealth Management CX strategy. Invessed combines an API-first architecture for efficient data management and a collection of reporting tools and integrations. Harness the innovative edge of our technology to make connections, build trust, and foster loyalty.

  • Simplify data management
  • Streamline real-time reporting
  • Boost client retention

Seamless Customer Experiences across the client lifecycle

To be successful, customer experience must be seamless across touchpoints and the client life cycle. Invessed offers a toolkit that helps you engage and convert prospects, as well as minimise friction during onboarding. With real-time reporting and collaboration features, advisors are empowered to provide the best possible service across channels.

  • Create seamless Customer Experiences
  • Customise workflows
  • Engage and convert prospects

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.

Optimise operations

Empower teams to deliver effective operations across channels and the client life cycle.

Navigate regulatory compliance

Reduce compliance costs and risk while managing regulation on a central repository.

Invessed fully-featured client portal

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Client reporting

Client reports for private, retail or institutional investors. 

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Investment advice

Capture client risk profile and match with funds and model portfolios.

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Fund reporting

Showcase your fund range in an interactive and engaging way.

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Investment analytics

Analytics dashboard to understand client behaviour and extract value from data.

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Mobile and Web

Multi-channel client experiences, across web, email and mobile app.

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Integration APIs

Fits naturally and effortlessly in your data landscape.

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Client lifecycle

Client onboarding and lifecycle management software with KYC and e-signatures.

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Cloud and security

Scale and secure your client portal, with a Cloud-native solution.

Build faster with access to over 200 APIs for popular applications

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8 key benefits that fit your strategy

From fund reporting, onboarding and analytics, Invessed fits 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

Security

ISO27001 and Cyber Essentials certified

Compliance

From GDPR to ISO, the widest portfolio of compliance and certifications

Innovation

Access to Machine Learning and other avenues to innovation

Optimised

Benefit from optimised application solutions

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"Modernising our Cloud stack has been a real growth accelerator."

UK FinTech Provider

"Great news! The automated KYC tool has significantly reduced the drop-off rate during onboarding."

UK Wealth Manager, £3BN AUM

"By now, all interactions with advisors and clients begin on our digital channels."

UK Fund Manager, £6BN AUM

Work with GrowCreate

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