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, Members, Partners and Investors.

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Leading asset and wealth management brands

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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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.


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. 


Delightful client experiences
Productivity features

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. 


All your data, connected

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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

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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