Posted by: Polina Gulei
16 May 2025
When a client logs into your portal, they’re not just checking performance; they’re measuring the quality of your service. If the experience feels slow, dated or confusing, they don’t complain. They quietly disengage.
And that’s where the trouble starts.
In this post, we’re looking at the warning signs that your portal is holding you back, along with practical steps to fix it.
What you’ll take away:
- Clear signs that your portal is pushing clients away
- How these problems show up across teams, from support to IT to marketing
- Why switching to Invessed, a WealthTech100 firm, has a direct, measurable impact on retention and revenue
1. Clients are calling instead of logging in
If clients pick up the phone to ask for reports, valuations or updates, it’s a sign that your portal isn’t delivering. Whether it’s clunky navigation, poor data visibility, or missing documents, if it’s easier to call than to click, your portal’s failing its job.
Many firms experience this common frustration:
- CMOs see low engagement metrics
- Heads of Client Services report rising call volumes
- Product Owners know the UX isn’t intuitive, but can’t justify investing in a legacy system
With Invessed:
Clients get what they need, when they need it. That means fewer inbound queries, stronger digital trust and a service that scales without adding headcount.
2. You’re upgrading your tech, but the portal’s stuck in the past
You’ve moved to the cloud. Your data and reporting tools are solid. However, your client portal still needs manual workarounds to stay functional. Sound familiar?
This is where CTOs and Heads of IT feel the pressure. Legacy portals often resist integration, are difficult to maintain, and act as a bottleneck for broader digital transformation.
With Invessed:
You get a modern, API-first portal that plugs into your ecosystem. Secure, scalable and future-ready, so you can evolve without being held back by outdated systems.
3. Clients say the portal is ‘clunky’, or don’t mention it at all
If clients say the portal is hard to use, or worse, aren’t using it at all, you have a problem that won’t show up in a quarterly report until it’s too late.
UX leads, Product Owners, and relationship managers all feel the effects:
- Drop in logins
- Missed updates
- Lower satisfaction scores
- And eventually, silent churn
With Invessed:
You get an elegant, intuitive front end designed around real client behaviours, branded to your firm, built for any device, and refined through insight, not guesswork.
The bigger picture: why it matters
This issue goes beyond mere convenience. A poorly functioning portal can result in:
- Lost time and resources
- Frustrated teams
- Disengaged clients
- Ultimately, lost revenue
Your portal should act as a strategic asset rather than a liability. Invessed transforms it into a tool for retention, growth, and differentiation.
Ready to upgrade?
We assist wealth managers and investment firms in transitioning from underperforming portals to high-performing platforms.
No disruption. Just a secure, scalable portal that your clients and your teams will thank you for.
Make your portal work harder for your business.