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.

The Future of Wealth Management Software: Challenges, Solutions, and Benefits

A transformative shift toward more efficient and streamlined processes

Wealth management professionals grapple with numerous challenges in effectively managing their clients' data and investments. With the advent of advanced technology and innovative solutions, the industry is undergoing a transformative shift toward more efficient and streamlined processes. One such solution that has gained significant traction is Invessed Wealth Management Software.

Understanding the Challenges

Legacy wealth management practices often entail manual and intricate procedures, which can lead to inefficiencies and potential errors. Wealth Management firms and Advisors encounter difficulties in effectively monitoring and analysing client portfolios, resulting in suboptimal investment strategies. Moreover, the burgeoning volume of financial data presents significant challenges in terms of data management and analysis. While legacy software may suffice for some wealth managers, the need to migrate to a modern and advanced solution becomes increasingly urgent as technology progresses.

€200bn

Estimated combined AuM of Invessed key accounts. We work with Asset and Wealth managers, Private banks and Fintech creators across Europe and beyond.

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Revolutionising how advisors handle client wealth.

The Power of Invessed Wealth Management Software

Invessed Wealth Management Software tackles these challenges head-on, revolutionising how advisors handle client wealth. With its robust features and user-friendly interface, it empowers advisors to streamline their operations, optimise investment strategies, and deliver superior client experiences.

Streamlined Portfolio Management

One of Invessed's key benefits lies in its portfolio management capabilities. Advisors and clients can effortlessly track and analyse client portfolios, monitor performance, and make data-driven investment decisions. This level of transparency and control allows advisors to proactively manage risks and seize opportunities, ultimately leading to improved client outcomes.

Advanced Analytics and Reporting

Invessed incorporates advanced analytics tools that offer profound insights into client portfolios, market trends, and investment performance. By harnessing powerful data analysis algorithms, advisors can identify patterns, trends, and potential risks, enabling them to make informed decisions and provide tailored investment advice.

Enhanced Collaboration and Communication

Invessed facilitates seamless collaboration and communication between advisors and clients. Its intuitive user interface enables clients to access their portfolios, track progress, and communicate with their advisors in real-time. This level of transparency and engagement fosters trust and strengthens the advisor-client relationship.

Scalability and Customisability

Invessed is designed to cater to the unique needs of wealth management advisors, providing scalability and customisability. Whether managing a small client base or a large-scale operation, the software can adapt and grow alongside the business. Advisors can customise features, reports, and dashboards to align with their specific requirements, ensuring a tailored user experience.

Supercharge your business with Invessed.

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By leveraging the power of wealth management software, advisors can streamline operations, enhance decision-making, and ultimately drive better outcomes for their clients.

The Future of Wealth Management

As the financial industry continues to evolve, the role of technology in wealth management becomes increasingly vital. Invessed Wealth Management Software represents the future of the industry, empowering advisors to overcome challenges, optimise investment strategies, and deliver exceptional client experiences.

By leveraging the power of wealth management software, advisors can streamline operations, enhance decision-making, and ultimately drive better outcomes for their clients. The future of wealth management is here, and it is powered by Invessed.

Streamline your operations, optimise investment strategies, and deliver exceptional client experiences. Schedule a demo today and unlock the future of wealth management.

Adam Weston is a Founding Director at Invessed

Schedule a demo

The Future of Wealth Management Software: Challenges, Solutions, and Benefits

A transformative shift toward more efficient and streamlined processes

Understanding the Challenges

€200bn

Revolutionising how advisors handle client wealth.

The Power of Invessed Wealth Management Software

Streamlined Portfolio Management

Advanced Analytics and Reporting

Enhanced Collaboration and Communication

Scalability and Customisability

Supercharge your business with Invessed.

By leveraging the power of wealth management software, advisors can streamline operations, enhance decision-making, and ultimately drive better outcomes for their clients.

The Future of Wealth Management

Adam Weston is a Founding Director at Invessed

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