Seamless client experiences.

Client Portals, Apps and Analytics platform, designed exclusively for Wealth and Asset managers.

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Invessed Client Portals and Apps for Asset and Wealth managers
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Wealth managers

Help your advisors get closer and engage their clients. Offer a cutting-edge experience across the client lifecycle, from onboarding to reporting. 

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Fund managers

Whether working via Advisors or direct with Investors, Invessed will help promote your product range and publish interactive fund factsheets. 

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Fintech

Accelerate development of your fintech solution, with our library financial component, Cloud-enabled platform, build and support services.

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Simple, all-inclusive pricing

Your client portal and app on a single platform. Cloud hosting and Support SLA included.

Our price plans

Client portals for web and mobile. Delivered quickly. 

Build your portal with our plug-and-play component library, including security, charting, libraries and messaging functionality. Brand the experience, connect your data, and deploy on our optimised Cloud infrastructure. Quick deployment, from zero to MVP in 30 days.

Control every aspect of the experience

Control every aspect of the experience

Use the intuitive administration console to manage clients,  content and assets. Monitor incoming account processes, including onboarding, risk profiling and trade requests. Use the built-in Analytics for insights on overall performance and client intelligence.

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Webinar

Watch the video and review the slides of our latest webinar: 5 Analytics strategies for your Client Portal

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Integration

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

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Case study

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

Apollonian

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

London-based Wealth Manager, £4Bn AuM