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.
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.
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.
Find the right plan for you.
All plans include Cloud hosting and Support SLA.
Read our latest Insights, Case studies and Resources
The portal is something you can touch and feel – a truly powerful experience.
London-based Wealth Manager, £4Bn AuM