Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

HubSpot's customer relationship management (CRM) platform includes the necessary marketing, sales, service, and operations software to help your business grow. It allows businesses to store customer data, track interactions, and manage inbound marketing, sales, and customer service in a centralised system.

Dynamics 365 is a leading CRM and business application platform that connects your entire business. It has a proven record of delivering a 200%+ ROI over 3 years, including Sales and Marketing, Service, Finance, and Supply Chain Management.

DocuSign is a digital transaction management platform that eliminates manual paperwork by streamlining document workflows. It offers secure and legally binding electronic signatures, allowing users to sign and manage documents online. With DocuSign, businesses can speed up document processes, enhance collaboration, and ensure regulatory compliance.

Intelliflo is a Software as a Service (SaaS) platform that provides advisors and wealth management firms with access to financial advice. Intelliflo's technology helps streamline operations by managing workflows, addressing consumer and regulatory requirements, and facilitating the entire advice process to promote growth in the financial services industry.

Xplan is a financial planning and wealth management software designed for advisers. It allows firms to store and manage client data, analyse risk, and perform market research. Unlike generic CRM systems, Iress Xplan is specifically designed for wealth management and financial advice, offering unparalleled functionality in a single platform.

Salesforce is a cloud-based CRM software designed to help businesses find more prospects, manage customer relationships, and close more deals. With Salesforce, businesses can store and organise customer data, track sales opportunities, automate workflows, and analyse customer interactions. The platform is highly customisable and adaptable to different industries. One of its key features is Customer 360, which enables teams to have a shared view of customer information and build stronger relationships.

FE fundinfo is a platform that provides fund data, research, and analytics for investors and financial advisors. It offers real-time updates on prices, NAVs, and financial data. FE fundinfo also provides advanced reporting and customised reports to analyse investment strategies. The integration of Invessed with FE fundinfo combines both platforms to deliver a comprehensive investment solution.

Xero is an accounting software that provides a cloud-based platform for managing financial data, invoicing, and financial reporting. It is designed to simplify financial management processes and improve accuracy by automating tasks and providing real-time synchronisation with other applications.

Morningstar is a leading provider of independent investment research and data. They offer a wide range of financial information, including fund and stock analysis, ratings, performance metrics, risk analysis, and portfolio management tools. Morningstar's comprehensive database and expertise enable investors to make more informed decisions and manage their investments effectively.

Nexus from Pershing is a comprehensive wealth management platform that powers our middle and back office systems. It offers a wide range of investment products and services, including custody, trading, and clearing services. With their extensive resources and expertise, Pershing enables financial advisors and their clients to efficiently manage their investment portfolios and access real-time market data.

LSEG is a global financial markets infrastructure and data provider that offers trading services, market data, and technology solutions to a wide range of clients, including investors, traders, and issuers. It is recognized for its strong market infrastructure and deep liquidity, ensuring efficient and reliable trading.

FIS, also known as FIS Global, is a leading provider of financial technology platforms and services. They offer a wide range of solutions to help financial institutions streamline their operations and enhance their technology infrastructure. With their expertise in financial technology, FIS plays a key role in the integration with Invessed to provide a comprehensive solution for financial institutions.

8 reasons investment managers are switching from custodian portals

Posted by: Polina Gulei

05 December 2024

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Custodian vs custom client portals: which is right for your investment firm?

Investment managers can either rely on the client portal provided by their custodian or invest in a more flexible solution for their client portal.

While custodian portals handle the basics, they typically connect only their own data, limiting scalability and integration potential.

Invessed's Client Portals consolidate data from multiple custodians, market data providers, CRMs, and other existing tools into a seamless and secure platform delivering customised solutions designed to meet the needs of investment managers and their clients, empowering firms to scale and succeed.

Let's explore in more detail why Invessed's Client Portals stand out from custodian portals:

1. Customisation and branding

Custodian portals are typically generic and standardised, offering limited customisation options. They often feature the custodian's branding, not the investment manager's.

Invessed provides white-labelled, fully customisable portals that align with the investment manager's brand. They reinforce brand loyalty with bespoke UI design and content personalisation, strengthening brand loyalty.

2. Client-centric experience

Custodian portals prioritise functionality for their services, often ignoring the need for a more intuitive, client-first design.

Invessed delivers an experience with intuitive navigation, personalised dashboards, and dynamic data visualisation. The portal meets the expectations of high-net-worth individuals.

3. Data integration and flexibility

Custodian portals typically only display their data, preventing a holistic view of a client's portfolio when assets are spread across multiple custodians.

Invessed integrates data from multiple custodians, CRMs, and external sources, giving clients and advisors a comprehensive view of all assets in one place. This flexibility supports more informed decision-making and better client service.

4. Content management and personalisation

Custodian portals offer limited ability to share personalised insights, research or educational content.

Invessed delivers content such as market updates, investment reports, and thought leadership articles, strengthening client engagement and positioning the firm as a thought leader.

5. Advanced analytics and reporting

Custodian portals provide basic reporting and analytics with limited customisation options.

Invessed offers advanced analytics tools and customisable reports tailored to client needs. Advisors can generate detailed performance reports, analyse portfolios, and present insights in visually engaging formats.

6. Regulatory compliance and data security

While custodian portals meet basic regulatory standards, they may not provide the level of control and customisation needed for nuanced compliance requirements.

Invessed supports automated compliance workflows, audit trails, and customisable data governance, ensuring the firm meets all regulatory obligations while maintaining control over data security and client confidentiality.

7. Scalability and future-proofing

Custodian portals are often limited to the features and capabilities provided by the custodian, with slow updates and limited scalability.

Invessed is a scalable, future-proof platform designed to evolve with the needs of investment managers. It offers the flexibility to incorporate new features, integrations and technologies as the firm grows.

8. Independence and control

Custodian portals can limit an investment manager's control over the client experience, which ties them closer to the custodian's ecosystem.

Invessed gives investment managers full control over their digital client experience, enabling them to maintain independence from custodians while delivering a superior client interface.

The Invessed advantage

Invessed's Client Engagement Portals deliver a client experience that surpasses traditional custodian portals. Invessed empowers investment managers with the control, flexibility, and insights needed to exceed client expectations through unmatched customisation, comprehensive data integration, and sophisticated growth-oriented tools.

Your future client portal starts here. Let's make it yours.