Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

HubSpot's customer relationship management (CRM) platform includes the necessary marketing, sales, service, and operations software to help your business grow. It allows businesses to store customer data, track interactions, and manage inbound marketing, sales, and customer service in a centralised system.

Dynamics 365 is a leading CRM and business application platform that connects your entire business. It has a proven record of delivering a 200%+ ROI over 3 years, including Sales and Marketing, Service, Finance, and Supply Chain Management.

DocuSign is a digital transaction management platform that eliminates manual paperwork by streamlining document workflows. It offers secure and legally binding electronic signatures, allowing users to sign and manage documents online. With DocuSign, businesses can speed up document processes, enhance collaboration, and ensure regulatory compliance.

Intelliflo is a Software as a Service (SaaS) platform that provides advisors and wealth management firms with access to financial advice. Intelliflo's technology helps streamline operations by managing workflows, addressing consumer and regulatory requirements, and facilitating the entire advice process to promote growth in the financial services industry.

Xplan is a financial planning and wealth management software designed for advisers. It allows firms to store and manage client data, analyse risk, and perform market research. Unlike generic CRM systems, Iress Xplan is specifically designed for wealth management and financial advice, offering unparalleled functionality in a single platform.

Salesforce is a cloud-based CRM software designed to help businesses find more prospects, manage customer relationships, and close more deals. With Salesforce, businesses can store and organise customer data, track sales opportunities, automate workflows, and analyse customer interactions. The platform is highly customisable and adaptable to different industries. One of its key features is Customer 360, which enables teams to have a shared view of customer information and build stronger relationships.

FE fundinfo is a platform that provides fund data, research, and analytics for investors and financial advisors. It offers real-time updates on prices, NAVs, and financial data. FE fundinfo also provides advanced reporting and customised reports to analyse investment strategies. The integration of Invessed with FE fundinfo combines both platforms to deliver a comprehensive investment solution.

Xero is an accounting software that provides a cloud-based platform for managing financial data, invoicing, and financial reporting. It is designed to simplify financial management processes and improve accuracy by automating tasks and providing real-time synchronisation with other applications.

Morningstar is a leading provider of independent investment research and data. They offer a wide range of financial information, including fund and stock analysis, ratings, performance metrics, risk analysis, and portfolio management tools. Morningstar's comprehensive database and expertise enable investors to make more informed decisions and manage their investments effectively.

Nexus from Pershing is a comprehensive wealth management platform that powers our middle and back office systems. It offers a wide range of investment products and services, including custody, trading, and clearing services. With their extensive resources and expertise, Pershing enables financial advisors and their clients to efficiently manage their investment portfolios and access real-time market data.

LSEG is a global financial markets infrastructure and data provider that offers trading services, market data, and technology solutions to a wide range of clients, including investors, traders, and issuers. It is recognized for its strong market infrastructure and deep liquidity, ensuring efficient and reliable trading.

FIS, also known as FIS Global, is a leading provider of financial technology platforms and services. They offer a wide range of solutions to help financial institutions streamline their operations and enhance their technology infrastructure. With their expertise in financial technology, FIS plays a key role in the integration with Invessed to provide a comprehensive solution for financial institutions.

Invessed Wealth Management Apps and Client Portals

Invessed is a wealth engagement platform for Asset and Wealth Managers. It features client onboarding, risk profiling, and investment reporting through secure branded apps and client portals.

Webinar: Defining Wealth for a New Generation

We’d love to invite you to our upcoming webinar, "Defining Wealth for a New Generation: A Webinar for Forward-Thinking Wealth Managers," scheduled for Thursday, September 26th, 2024, at 11:00 AM BST.

Gain exclusive insights from our recent YouGov survey of 2,068 Gen X, Z, and Millennial respondents
Understand changing attitudes towards wealth and investment among younger generations
Learn strategies to adapt your wealth management practices for future clients
Discover how to bridge the gap between traditional wealth management and the needs of younger investors

Register Now

Investment reporting on over €200Bn combined AuM

Transform investment data into actionable insights

Wealth Profile

Capture client risk profiles

Provide wealth management risk profiling, investment advice and projections at scale. Capture risk appetite, match it to investment products, provide projections, and plot them against scenarios and objectives.

Investment advice

Wealth Engage

Powerful analytics for wealth management

Extract valuable behavioural data for enhanced personalisation and business growth. Powerful client analytics allow you to analyse even the most granular details.

Analytics and intelligence

Wealth Reporting

Intuitive investment portfolio reporting

Access dynamic client reporting, consolidated accounts, and detailed examination of portfolios, holdings, and securities. Real-time investment charting and visualisations support file exchanges through document libraries and data rooms.

Investment reporting

61% of Gen X, Millennials, and Gen Z do not actively monitor their investments.

Invessed and YouGov Client Engagement Survey

Download Survey

Improve acquisition and retention with the Invessed wealth management software

Personalise client reporting

Facilitate file exchange for private, retail, or institutional investors in document libraries and data rooms.

Scale investment advice

Capture client risk profiles and align them with funds and model portfolios to provide investment advice at scale.

Action client insights

Transform investment data into actionable insights using the investment analytics dashboard.

Distribute fund data

Streamline fund reporting using interactive fund factsheets and seamlessly distribute fund data to advisors and investors.

Connect your tooling

Automate your workflow by integrating systems and connecting with your teams' tools.

Multi-channel customer experience

Deliver multi-channel client experiences with secure access via biometric authentication, face recognition, or fingerprint.

Maximise engagement

Client onboarding and lifecycle management software to maximise advisor engagement and performance.

Scale to demand

Scale and secure your client portal with a Cloud-native solution to instantly scale to meet demand.

Your client engagement strategy, delivered.

Secure wealth apps and client portals

A comprehensive client engagement and fund reporting platform designed for Wealth and Asset Managers.

Wealth and Asset Managers

Complete wealth engagement and reporting software

Personalised rich experiences for your business clients, integrated with your CRM and accountancy tools.

Professional and B2B services

Secure wealth management platform and app

Bring your API solution to life with client dashboards, workflows, and interactive visualisations.

Fintech and software vendors

FOR YOUR TEAM

Understand and support your clients

Empower your team to manage clients, communication channels, and content in an intuitive admin console. Connect data, run workflows from multiple systems, and create the complete client profile on a single location.

Partners

Invessed Wealth Engagement Platform on a mobile device

FOR YOUR CLIENTS

A delightful multi-channel wealth management technology

Build client relationships with fully branded, interactive, secure client portals and apps. Delight clients by giving them access to their content on any device.

Mobile and web access