Wealth Platforms and Client Portals with Invessed

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

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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

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