Client portals and apps to engage and delight.

Client portals for browser, Apple and Google app stores
Invessed Client Portals and Apps

Invessed is the complete client engagement and reporting platform. Build secure web portals and mobile apps for your Clients, Partners and Investors.

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Your client engagement strategy, delivered.

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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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Fintech and Software vendors

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

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FOR 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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Build smarter with access to over 200 APIs for popular applications

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Resources, insights and case studies

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Apollonian case study

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

Apollonian
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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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Ready to accelerate with Invessed client portals and apps?

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