Wealth Platforms and Client Portals with Invessed

Invessed Wealth Platform and Client portal mockup

Ethenea Independent Investors logo

Momentum Global Investment Management logo

Bowmore logo

Prosperity Capital Management logo

Outpace your competition with an industry-leading wealth platform for client-advisor communications


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Boost client engagement

Service global clients with a cutting-edge experience from onboarding to reporting. 

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Propel revenue growth

Promote your product range, publish interactive fund factsheets, and target data-driven growth opportunities.

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Optimise operations

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

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Navigate regulatory compliance

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

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

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 across 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

5 key benefits that fit your strategy

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


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


Expedite client onboarding with KYC/AML and e-signature features.


Innovate by using Invessed to create your own innovative fintech solutions.

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.

Engage clients across channels and throughout their journey.

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System integrations powering digital transformation

CRM integration

  • Microsoft Dynamics
  • Salesforce
  • Hubspot
  • XPlan
  • Intelliflo
  • FolioMetrics
  • Backstop

Financial Systems / Data Providers

  • MorningStar
  • FE fundinfo
  • SS&C Advent
  • Effect Systems
  • Platform Securities

Identity and legal

  • IDNow (KYC/AML checks)
  • DocuSign - e-signatures

Invessed digital solutions for Asset and Wealth Management companies

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Access expertise behind a £200bn key account combined AuM

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Switch up your agency for an awesome 92% client retention rate

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Benefit from a sector-busting client satisfaction score

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Take advantage of Microsoft's annual investment in security

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

Theo Paraskevopoulos, Invessed CEO

Take the next step


Schedule a demo