Client portals and apps to engage and delight.
Invessed is the complete client engagement and reporting platform. Build secure web portals and mobile apps for your Clients, Members, Partners and Investors.
Your client engagement strategy, delivered.
Wealth and Asset Managers
Secure client portals for and apps, including client reporting, valuations, risk profiling and projections.
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Professional and B2B Services
Personalised rich experiences for your business clients, integrated with your CRM and accountancy tools.
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Membership Organisations
Portals for Membership and Professional networks, including personalised content and events.
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Fintech and Software vendors
Bring your API solution to life, with client dashboards, workflows and interactive visualisations.
MoreFOR YOUR CLIENTS
Delightful experience, on web and mobile
Build customer loyalty with fully branded, interactive, speedy and responsive client portals and apps. Delight clients by giving them access to their content at a time, place and device of their choosing.
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FOR YOUR TEAM
Understand and Support your Clients
Empower your team to manage clients, comms and content in an intuitive admin console. Connect data and run workflows from multiple systems and create the complete client profile on a single location.
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All your data, connected
Invessed is Cloud-native and can be integrated any system and data source. Combine data from your CRM, CMS, file and data providers to access the complete client picture, in one place.
Resources, insights and case studies
Apollonian case study
We built an innovative Valuation portal for Apollonian, a fintech Advisory for startups.
Apollonian
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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