ClickCease

Stay close to your clients.

Client Engagement Platform for investment managers and financial firms. Your strategic ally for digital success.

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Client portals | Mobile apps | Marketing websites | Integrations

Invessed client portal and app mockup
Iolcus logo
Quintet Private Bank logo
Apollonian logo
FE fundinfo logo
Momentum logo
Brown Shipley logo
Cedrus and Partners logo
Ethenea logo
Bowmore logo
Apex logo
Akta logo
Flagstone logo

Superior client experiences

Investment client portal icon

Client Portals

Invessed delivers client portals for real-time access to investment information, enhancing client engagement and portfolio insights.

Invessed client portal scenario planning mockup

Apps

Our apps offer real-time portfolio updates, performance tracking, and personalisation to keep clients engaged and informed.

Invessed apps mockup

Investment website icon

Websites

We creates websites that showcase your firm's expertise and value proposition, reinforce brand identity, and connect your systems.

Invessed website design FE fundinfo mockup

Companies we serve

Private Banks

From strategy development to implementation, we work with private banks to deliver solutions that enhance client experiences, streamline workflows, and ensure seamless integration across all banking services.

Insurance Companies

We develop digital platforms that improve policy management, claims processing, and customer engagement. Our solutions provide personalised services while enhancing operational agility and ensuring regulatory compliance.

Brokerage Companies

Invessed helps brokerage firms can enhance data management, enable real-time transactions, and improve client service with advanced trading and wealth management solutions.

Experience matters

Client engagement → Increase trust and retention

Build stronger client relationships through personalised interactions and tailored experiences. Increase client satisfaction, reduce churn, and foster long-term loyalty.

Unique experience → Stand out from competition

Differentiate your firm by offering a unique and memorable client experience. A strong brand identity and exceptional customer service can attract and retain high-value clients.

Continuous innovation → Adapt to market changes

Stay ahead of the curve by adapting to changing market conditions and client needs. Invest in technology and innovation to streamline operations and deliver superior value.

Customer intelligence → Anticipate client needs

Gain deep insights into client behaviour and preferences through data-driven analysis. Proactively address client needs to enhance satisfaction and loyalty.

Brand awareness → Lead capture and revenue

Increase brand visibility and generate leads through effective marketing campaigns. Build a strong brand reputation to attract new clients and retain existing ones.

Advisor console → Empower your team

Empower your team with the tools they need to succeed. Improve advisor productivity and foster collaboration to drive business growth.

Cloud-native platform → Improve security and processes

Ensure data security and improve system performance with a cloud-native platform. Reduce operational costs and complexity while enhancing scalability.

By now, all interactions with advisors and clients begin on our digital channels.

UK Fund Manager, £6Bn AuM

Book a demo for the Invessed Client Engagement Platform

Learn how our platform can transform your business.