Engagement
Create hyper-personalised experiences that address modern client attraction and retention issues.
Experience
Prioritise a superior client experience to build stronger relationships, drive growth, and achieve better business outcomes.
Innovation
Deliver state-of-the-art solutions that seamlessly integrate AI and other advanced technologies into investment management workflows that adapt to market changes.
€200+ Billion AuM
Invessed handles investment reporting for over €200 billion in combined Assets under Management.
Trusted by industry leaders
Leading asset and wealth managers worldwide utilise our platform.
Invessed is where we:
Drive innovation & transformation
Conquer uncertainty with agility
Deliver focused impact globally
Fuel innovation through collaboration
Make quality our cornerstone
Our approach
We create a clear plan that matches your business goals. This plan ensures that your investment in technology brings tangible results, including happier clients, better compliance and a stronger position against competitors.
Software architecture development
Our team creates a strong foundation and solid framework for your software. We design and build reliable, scalable, and adaptable software.
Discovery and requirements gathering
We start with a discovery call to understand your requirements, goals and expectations. We gather all the necessary information to build the foundation, including project estimations, resource requirements, and a step-by-step roadmap.
Research and vision-defining
Through thorough research, we build your software on a solid foundation. Our team works closely with you to create a clear vision that addresses your current needs while planning for future growth. We ensure your project's success by combining cutting-edge technology, industry best practices, and your business goals.
Design and prototyping
We create intuitive prototypes that demonstrate your software's functionality. We show you exactly how the final product will look and work, starting with basic layouts and visual designs. Our focus is on user-friendly design, and we continuously refine it based on your feedback until it meets your complete satisfaction.
Agile development
Our agile development process ensures flexibility and continuous improvement throughout the project lifecycle. We work in short, focused sprints typically lasting 2-3 weeks, delivering working software incrementally. This approach allows for regular client feedback, quick adaptation to changing requirements, and early identification of potential issues.
Testing and deployment
To ensure system reliability and data protection, we conduct thorough testing, including quality assurance, security checks, and performance validation. Our deployment follows a structured approach with staging environments and backup procedures. We work closely with your team to ensure a smooth transition through proper documentation and training.
Maintenance and support
We provide ongoing software maintenance and support even after your system is running. This support includes regular updates to keep your software working well. Our team stays on top of any needed improvements and fixes issues right away, ensuring your software stays current and runs smoothly day after day, giving you peace of mind.
Expertise
Our leadership team has been at the cutting edge of technology since the 2000s, delivering projects for clients from LGIM to JP Morgan. Invessed is the culmination of our expertise and vision.
Theo Paraskevopoulos
Founder & CEO
A digital strategy and technology expert, with extensive experience in CX and Cloud apps. Theo has worked with some of the most prominent global financial brands, advising them on innovation and customer experience.
Adam Weston
Founder
Adam is an experienced creative and marketing director for CMS, CRM, and eCommerce. He is a founder of Invessed and founder and Managing Director of GrowCreate, a UX design and Cloud development agency.
Luke Munday
Head of Operations
Luke is an agile project manager and digital implementation expert. As Head of Ops, he looks after all aspects of Operations and Delivery, including team management and coordination, projects, support, and quality assurance.
Book a demo for the Invessed Client Engagement Platform
Learn how our platform can transform your business.
FAQs
Invessed is a client engagement platform designed for wealth management and financial firms. Invessed helps you stay close to your clients by enhancing client relationships, streamlining workflows and improving operational efficiency. Invessed is your strategic ally for digital success.
Invessed transforms the way wealth managers connect with their clients. The Invessed platform combines a customisable client portal, real-time data insights and secure integrations with financial tools to create a unified digital experience. From onboarding to portfolio reporting, we make every interaction smooth, efficient and valuable.
Invessed is built specifically for financial advisers and investment firms who want to offer a best-in-class digital experience. Unlike generic platforms, we focus on seamless engagement, regulatory compliance and integration with your existing systems. Our headless CMS solution gives you complete control over branding and content, ensuring your firm stands out.
Wealth management is about trust and relationships. Invessed strengthens these connections by providing real-time financial insights, interactive dashboards, secure document sharing and personalised communications—all in one place. Clients get a clearer view of their investments on desktop or mobile, while advisers can offer proactive, data-driven guidance.
Managing client relationships shouldn't be time-consuming. Invessed helps firms automate key touchpoints, streamline reporting and provide a modern digital experience that clients expect. With built-in communication tools, custom notifications and AI-powered natural language search, advisers can deliver a more personalised and responsive service.
Invessed removes friction from everyday processes, reducing administrative burden and manual tasks. Invessed is a secure client portal that automates document delivery and direct integrations with your CRM and financial systems to ensure that your team can focus on what matters—building long-term client relationships.
Regulations are evolving, and firms need to stay ahead. Invessed helps demonstrate transparency, fairness and accountability through intuitive reporting, secure client communications, and clear, accessible investment insights. Our platform ensures clients receive the right information at the right time—empowering them to make informed financial decisions.
Yes. Invessed is scalable, flexible and adaptable. Whether you're a mid-sized wealth firm or a global private bank, our platform grows with you. Customisable features and modular integrations mean you can tailor Invessed to your specific needs, no matter your firm's size.
Invessed is built on enterprise-grade technology, making it the ideal choice for medium to large firms. Our cloud-based infrastructure ensures high availability, security and performance at scale. We support multi-entity operations, custom workflows and complex data integrations—helping large institutions deliver seamless digital experiences across multiple jurisdictions and client segments.
Our clients consistently highlight ease of use, deep customisation and improved client engagement as standout benefits. Many wealth managers have told us that Invessed has transformed their client experience—reducing service friction, increasing transparency and modernising their digital presence. They also appreciate our dedicated support and expert guidance, ensuring a smooth transition and long-term success.