Wealth Management
Apps and Client Portals

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Invessed Client portal and App

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

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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.

Investment advice

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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.

Analytics and intelligence

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.

Investment reporting

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61% of Gen X, Millennials, and Gen Z do not actively monitor their investments.

Invessed and YouGov Client Engagement Survey

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Your client engagement strategy, delivered.

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Secure wealth apps and client portals

A comprehensive client engagement and fund reporting platform designed for Wealth and Asset Managers.

Wealth and Asset Managers
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Complete wealth engagement and reporting software

Personalised rich experiences for your business clients, integrated with your CRM and accountancy tools.

Professional and B2B services
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Secure wealth management platform and app

Bring your API solution to life with client dashboards, workflows, and interactive visualisations.

Fintech and software vendors

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.


Invessed Portfolio Reporting
Invessed Wealth Engagement Platform on a mobile device

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.

Mobile and web access

Connect with over 200 APIs for popular apps

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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

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Schedule a demo for the Invessed Wealth Engagement Platform

Learn how our platform can transform your business.