Invessed Icon Invessed Icon
Get started
Invessed Logo Srandard Invessed Icon
  • Solutions
    • Wealth managers
    • Independent fund managers
    • Hedge funds and PE
    • Advisors and Fintech
  • Platform
    • Investment reporting
    • Interactive fund factsheets
    • Mobile and web access
    • Onboarding and lifecycle
    • Analytics and intelligence
    • Data integrations API
    • Cloud and Security
  • Pricing
  • More
    • Guide to investment reporting
    • Insights and updates
    • Case studies
    • Partners and Integrations
    • About us
    • Careers
  • Get started
Invessed Bubbles White

Insights and updates

News Videos Commentary Strategy Clear selection
Commentary

Debunked: the top 10 reasons NOT to invest in a Client Portal, destroyed.

1. The typical: “We have no time” By far the most typical excuse for delaying a Client Portal project....

Commentary

Top 5 benefits of a client portal for wealth managers and advisors?

A client portal is a secure online platform that helps wealth managers and advisors acquire and retain...

Strategy

Does a wealth management firm need a client portal?

A client portal can be a useful tool for a wealth management firm to provide to its clients. It can help...

News

Client Portals with Effect Fin/S and Invessed

The power of Effect Fin/S on the Invessed platform: a Client Experience power-play

Videos

Webinar: 5 Client Portal Analytics Strategies

Can you anticipate what a client needs before they ask for it? Client Portals are a great source of valuable...

News

The perfect Client Portal for Iress Xplan CRM

With a plug-and-play integration, Invessed offers a cutting-edge portal for companies that use Xplan...

Videos

Webinar: Investor Portals are not Rocket Science

Client Portals are Rocket Science - aren’t they? Not really... and they can really propel your Customer...

Commentary

Get started with Client Portals 3: Find the right vendor

How can you identify the right vendor for your client portal project? Invessed can help.

Strategy

Get started with Client Portals 2: Write a brief

How can you create an effective brief for a client portal project? Invessed provide helpful advice in...

Commentary

Get started with Client Portals 1: Set a realistic budget

How much budget should you set aside for your client portal? Invessed address the issue of cost in this...

Strategy

Client Portal Best practice 3: the Right Data on the Right Device

Remember that your clients are accessing your client portal at home, at the office or on the move.

Strategy

Client Portal Best practice 2: the Right Data at the Right Time

24/7 Client Portal accessibility is a must for Asset and Wealth Managers, to fit seamlessly into their...

  • 1
  • 2
  • 3
  • 4
  • 5
  • >
  • >>
Solutions Platform Pricing Clients Insights About us

 

 

© 2023 GrowCreate GmbH, part of the GrowCreate Group. Invessed is a registered trademark. 

GrowCreate Group GrowCreate Midday Digital DotSee Privacy Policy Legal Contact us
LinkedIn logo Twitter logo
LinkedIn logo Twitter logo

We use cookies to improve our site.

Okay

Cookies and your privacy.

We use cookies to improve our site.

OK