Wealth Platforms and Client Portals with Invessed

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

 

Schedule a demo

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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.

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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
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Invessed Wealth Platform desktop mockup

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
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Invessed Wealth Portal Fund Report mockup

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 Reporting, Onboarding and Analytics, Invessed fits a strategy of increasing customer engagement and loyalty.

 

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Reporting

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

Onboarding

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

Innovation

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.

Analytics

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

Engage clients across channels and throughout their journey.

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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£200bn

Access expertise behind a £200bn key account combined AuM

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92%

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

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94%

Benefit from a sector-busting client satisfaction score

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£1bn

Take advantage of Microsoft's annual investment in security

Simple, all-inclusive pricing

Digitise the advisor-client relationship with a powerful client portal and app software.

 

Our price plans

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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

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