Abstract Purple Blue 3


Invessed is the complete client engagement and reporting platform.

Invessed Client Portal
Momentum logo
Apollonian logo
Quintet Private Bank logo
Apex logo
Iolcus logo
Brown Shipley logo

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

Icon Chart

Client reporting

Client reports for private, retail or institutional investors. 

Icon Business

Investment advice

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

Icon Responsive

Fund reporting

Showcase your fund range in an interactive and engaging way.

Icon Lighbulb

Investment analytics

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

Icon App

Mobile and Web

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

Icon More

Integration APIs

Fits naturally and effortlessly in your data landscape.

Icon Client

Client lifecycle

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

Icon Cloud

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

Microsoft Dynamics logo
FE fundinfo logo
HubSpot logo
MorningStar logo
Docusign logo
Refinitiv logo
Intelliflo logo
Pershing logo
Iress logo
Salesforce logo
FiS logo
Xero logo

8 key benefits that fit your strategy

From fund reporting, onboarding and analytics, Invessed fits a strategy of increasing customer engagement and loyalty.


Streamline real-time interactive reporting for portfolio valuations, fund factsheets and more


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


Advance intelligence insights with embedded Analytics to understand behaviour and offer proactive service


ISO27001 and Cyber Essentials certified


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


Access to Machine Learning and other avenues to innovation


Benefit from optimised application solutions

Abstract Purple Blue 5 Small

"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

Umbraco Platinum Partner logo
Net Zero Web Agency logo
Cyber Essentials logo
ISO 27001 logo
Microsoft Silver Partner logo
BIMA Member logo