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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...

Strategy

Client Portal Best practice 1: the Right Data to the Right Person

How can you ensure that every individual sees the right data? Different levels of ownership and access...

Commentary

Client Portal Myth 3: "The project will take ages"

Some firms are considering Secure Client Portals but are wary of IT projects that drag on into eternity.

Commentary

Client Portal Myth 2: "The cost is too high"

IT projects can be a bottomless money pit. With the correct toolkit, that shouldn’t be the case.

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