Client portals for a digital-first world

An all-in-one digital experience platform for asset and wealth managers.

Asset Managers

Fund centres

Searchable fund explorer and digital fund factsheets. Animated charts, document libraries and watchlists.

Wealth Managers

Client portals

Secure, always-on, mobile-friendly access to personal valuations and investment accounts.

Institutional and Alternatives

Client reporting

Secure portals for client on-boarding and reporting for sophisticated and professional investors.

Management information

Analytics

Combine client behavioural data with internal analytics for KPI tracking and informed decision-making.

Just add water

Engaging client portals and reporting, delivered at the speed of digital.

  • Ready-to-go component library including secure access; charting and reporting, document libraries and messaging
  • Brand the experience, connect your data and deploy on our optimised Cloud infrastructure
  • A true agile powerhouse: from zero to MVP in 30 days
Command and control

Empower your team to control every aspect of the experience.

  • Intuitive controls to manage users and permissions; content and media; forms and incoming leads
  • Monitor incoming Fund and Portfolio data feeds, and assemble into interactive factsheets and client reports
  • Built-in Analytics for insights on overall performance; campaigns, content, groups or individuals

"The portal is something you can touch and feel – a really powerful experience and a neat way for clients to share their experience of working with us"

London & Capital
Full trust in Zero-TRUST

Active protection for your most valuable asset: your clients' data.

  • Robust authentication and user management provides safeguards your clients' data from the ground up.
  • Maintain regulatory compliance, using user profiling and notifications to show the right content to the right audience
  • The solution is hosted on Microsoft and Google Clouds, and the parent company is certified for ISO 270001
Our thinking

Experience > Performance

In a digital-first world, customers value experience more than performance.
Which is just as well, because on average 50% of you underperform the market.

Seeing is belieiving

Take a closer look at Invessed

Join one of our upcoming 30 minute demos

Get in touch