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.
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.
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.
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.
61% of Gen X, Millennials, and Gen Z do not actively monitor their investments.
Invessed and YouGov Client Engagement Survey
Improve acquisition and retention with the Invessed wealth management software
Your client engagement strategy, delivered.
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.
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.
Connect with over 200 APIs for popular apps
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Insights and case studies for Asset and Wealth Management
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Our clients are impressed with the real-time Valuations. Finally, we can do away with the clunky PDFs.
South Europe-based Wealth Manager, £2Bn AuM