Build client trust, digital-first.

Designed exclusively for Wealth and Asset managers. Software solution platform for Investment Websites, Client Portals and Apps. 

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Invessed Client Portals and Apps for Asset and Wealth managers

Leading asset and wealth management brands

Everything Wealth and Asset managers need to attract and retain clients.

Invessed is a complete SaaS platform for Digital Marketing, Website Publishing, Investment Reporting, Mobile engagement, Data Management and Analytics.

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Client Portals

Build client trust with secure web and mobile access.

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Investment websites

Attract prospects with content-rich experiences.

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Business analytics

Monitor performance with business and client analytics.

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Data integrations

Control costs, with CRM and custodian integrations.


Seamless, personalised, multi-channel. 

Build client trust with a secure and cross-channel digital ecosystem. Deliver a joined-up experience, from first impression to client reporting, across email, web and mobile. 


Seamless client experiences
Administration and integrations

Connect your tools, drive the experience.

Empower your Marketing and Advisor teams to manage clients, content and data. Bring data from your existing CRM, CMS, data providers and custodians. 


Find the right plan for you.

All plans include Cloud hosting and Support SLA.

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From €1200/m


Great value solution for niche investment brands, up to 500 Clients. 

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From €2.000/m


Fully-featured solution for established companies up to 5000 Clients.

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Custom pricing


Bespoke, no-limits solution for large asset managers and fintech.

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Understanding investment reports

Understanding investment reporting - a guide for investors

Go further.

Read our latest Insights, Case studies and Resources

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Apollonian case study

We built an innovative Valuation portal for Apollonian, a fintech Advisory for startups.  

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Iress Xplan Integration

Use Invessed to build the perfect Client Portal for Iress Xplan CRM with our ready-made integration.

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Guide to investment reporting

Understanding investment reporting. A comprehensive guide for investors that want to stay in control.

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The portal is something you can touch and feel – a truly powerful experience.

London-based Wealth Manager, £4Bn AuM