Boosting Advisor Efficiency: The Power of the Invessed Client Portal

How does Invessed help advisors?

Invessed helps advisors by providing them with a comprehensive platform that streamlines their workflow and enhances their client management. Some key ways Invessed assists advisors include:

1. Client Onboarding: Invessed simplifies the client onboarding process by digitising forms and documents, making it faster and more efficient.
2. Portfolio Management: Advisors can use Invessed to monitor and manage client portfolios, including tracking investments, performance, and asset allocation.
3. Financial Planning: Invessed offers robust financial planning tools that allow advisors to create personalised plans for their clients, including retirement planning, goal setting, and risk analysis.
4. Reporting and Analytics: Advisors can generate customised reports and analytics to provide clients with clear and insightful information about their investments and financial goals.
5. Compliance and Security: Invessed ensures compliance with regulatory requirements and provides robust security measures to protect sensitive client data.

Invessed empowers advisors to provide exceptional service to their clients, streamline their operations, and make more informed investment decisions.

Give an overview of each of the Invessed portal features

• Investment Reporting: Invessed offers robust reporting capabilities, allowing advisors to generate customized reports for clients. These reports provide comprehensive information about investment performance and help clients make informed decisions.
• Fund Factsheets: Invessed provides access to detailed fund factsheets, allowing advisors to review important information such as fund objectives, holdings, and performance.
• Mobile and Web Access: Advisors can access the Invessed platform both through mobile applications and web browsers, providing convenience and flexibility in managing client portfolios and conducting financial planning.
• Onboarding and Lifecycle Management: Invessed simplifies the client onboarding process, digitising forms and documents to streamline the onboarding experience. It also offers tools for managing the client lifecycle, ensuring efficient and comprehensive client management.
• Analytics and Intelligence: Invessed provides advanced analytics and intelligence features, allowing advisors to gain insights into client portfolios, track performance, and identify investment opportunities.
• Data Integrations: Invessed integrates with data sources and systems, enabling seamless data exchange and ensuring advisors have access to accurate and up-to-date information.
• Cloud and Security: Invessed leverages cloud technology to provide a secure and reliable platform for advisors. It implements robust security measures to protect sensitive client data and ensure compliance with regulatory requirements.
• Investment Advice: Invessed offers tools and resources to support advisors in providing investment advice to their clients. This includes financial planning capabilities, risk analysis, and goal-setting tools.

What features can Invessed clients access on the portal dashboard?

Invessed clients can access the following features on the dashboard:

• Investment Performance: Invessed provides a visual representation of the performance of client investments, allowing advisors to track their progress over time.
• Asset Allocation: Invessed displays the distribution of client investments across different asset classes, helping advisors ensure a balanced and diversified portfolio.
• Portfolio Summary: Invessed provides a high-level overview of client portfolios, including the total value, holdings, and recent activity.
• Notifications: Invessed alerts advisors to important updates, such as upcoming client meetings, pending tasks, or market news.
• Market Insights: Invessed provides real-time market data and insights, allowing advisors to stay informed and make informed investment decisions.

How does Invessed compare to other technology partners in terms of features and capabilities?

Invessed stands out among other technology partners in terms of its comprehensive platform and range of features and capabilities. Here are some key factors that differentiate Invessed:

1. Streamlined Workflow: Invessed offers a platform that streamlines the workflow of advisors, providing tools for client onboarding, portfolio management, financial planning, reporting, and analytics. This end-to-end solution enhances efficiency and organization.
2. Client Onboarding: Invessed simplifies the client onboarding process by digitizing forms and documents, making it faster and more efficient. This saves time and reduces paperwork for advisors.
3. Robust Financial Planning: Invessed provides robust financial planning tools that allow advisors to create personalized plans for their clients. This includes retirement planning, goal setting, and risk analysis, helping advisors offer comprehensive financial advice.
4. Reporting and Analytics: Invessed enables advisors to generate customized reports and analytics, providing clear and insightful information to clients. This helps clients make informed decisions about their investments and financial goals.
5. Compliance and Security: Invessed ensures compliance with regulatory requirements and implements robust security measures to protect sensitive client data. This focus on compliance and security provides peace of mind for advisors and their clients.

Overall, Invessed sets itself apart by offering a comprehensive platform that covers various aspects of advisor-client management, supported by advanced features and a commitment to compliance and security.