Build client trust, digital-first.
Designed exclusively for Wealth and Asset managers. Software solution platform for Investment Websites, Client Portals and Apps.
Everything Wealth and Asset managers need to attract and retain clients.
Invessed is a complete SaaS platform for Digital Marketing, Website Publishing, Investment Reporting, Mobile engagement, Data Management and Analytics.
Client Portals
Build client trust with secure web and mobile access.
More
Investment websites
Attract prospects with content-rich experiences.
More
Business analytics
Monitor performance with business and client analytics.
More
Data integrations
Control costs, with CRM and custodian integrations.
MoreCLIENT EXPERIENCES
Seamless, personalised, multi-channel.
Build client trust with a secure and cross-channel digital ecosystem. Deliver a joined-up experience, from first impression to client reporting, across email, web and mobile.
More →
ADMIN CONSOLE
Connect your tools, drive the experience.
Empower your Marketing and Advisor teams to manage clients, content and data. Bring data from your existing CRM, CMS, data providers and custodians.
More →
Find the right plan for you.
All plans include Cloud hosting and Support SLA.
From €1200/m
Starter
Great value solution for niche investment brands, up to 500 Clients.
Get started
From €2.000/m
Scale
Fully-featured solution for established companies up to 5000 Clients.
Get started
Custom pricing
Enterprise
Bespoke, no-limits solution for large asset managers and fintech.
Get started
Go further.
Read our latest Insights, Case studies and Resources
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.
More
Guide to investment reporting
Understanding investment reporting. A comprehensive guide for investors that want to stay in control.
More