Real-time portfolio access via branded client portals and mobile apps.
Advanced analytics and interactive investment reporting for actionable insights.
Integration experience with over 200 CRM and financial platforms.
Robust security with cloud-native infrastructure and biometric authentication.
Simplify complexity, enhance client relationships
We understand that wealth managers face challenges, including data fragmentation, compliance burdens, and high client expectations.
Invessed consolidates all key functions into one platform, enabling efficient management, regulatory compliance, and superior client satisfaction.
Comprehensive features
Client portals and mobile access
Deliver secure, real-time portfolio insights on the go.
Risk management tools
Mitigate risk with advanced portfolio diversification strategies.
Automated reporting and insights
Generate interactive reports for complete transparency.
Seamless API integration
Connect effortlessly with Salesforce, Morningstar, and more.
Trusted by global wealth managers
Invessed has transformed how we manage portfolios, saving us hours every week.
London-based Wealth Manager, £4Bn AuM