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Connect data, engaged investors

Invessed is a Digital Experience and Analytics platform for Wealth and Asset Managers.

Invessed is a Digital Experience and Analytics platform for Wealth and Asset Managers. The platform makes full use of Azure capabilities to deliver a scalable, multi-tenant solution that adheres to the industry’s security requirements. 

Challenge

Invessed is a platform that allows Asset and Wealth Managers to create investor portals for web and mobile. The solution needs to integrate diverse data sources, channel them through a secure pipeline and deliver them on custom-designed digital experiences.

Incubated in-house, Invessed V1.0 was built as a collection of reusable modules for Umbraco CMS. After a number of successful deployments, the application needed to be developed on a more robust and flexible architecture. To help drive engagement, new features needed to be added that would help clients optimise the investor experience.

Solution 

Invessed V.2.0 was based on a completely overhauled technical architecture, which made the most of the security and scalability features of Microsoft Azure Cloud. The dependency on Umbraco was removed, as content is sourced, from different systems. A collection of microservices facilitates data sourcing from CRMs, investment and other systems.

Invessed Analytics allows clients to optimise the platform, measure and monitor engagement, profile and support investors.

To improve the customer experience, a powerful new Analytics engine was introduced. Driven by an integrated Dashboard application, Invessed Analytics allows clients to optimise the platform, measure and monitor engagement, profile and support investors.

Beautiful, tailor-made interfaces coupled with blazing fast performance.

Finally, the user experience layer was rebuilt using a state-of-the-art technique that delivers beautiful, tailor-made interfaces coupled with blazing fast performance. Keeping up with technology trends, the application can be consumed on mobiles and touch-enabled devices, but also Voice assistants and other non-screen interfaces. 

Invessed Analytics

Result

Invessed is in continuous development, an agile methodology and streamlined DevOps installed to deliver an ambitious roadmap. Given the rapidly changing technology environment, the solution is able to integrate new technologies and systems rapidly, thanks to it’s the updated Azure architecture. 

The market has responded very favourably to the new Analytics features, which closes a significant gap in the investor analytics. As the first customers come on-board, Invessed V2.0 is on target to realise significant efficiencies in the implementation projects whilst reducing compliance and security risk for investment managers.

Invessed mobile screenshots

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