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 for wealth managers
Investment reporting, client reports and valuations
Investment advice, risk profiling and projections
Data integrations and API connectivity
Investment analytics and client intelligence
Interactive fund factsheets and fund reporting
Multi-channel experience, from web to mobile
Client onboarding software
Cloud-native secure portals and platforms
Trusted by global wealth managers
Invessed has transformed how we manage portfolios, saving us hours every week.
London-based Wealth Manager, £4Bn AuM