ClickCease

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.

Invessed client portal

What does the Invessed client portal do?

Invessed provides advisors with a comprehensive platform that streamlines their workflow and enhances client management. It simplifies client onboarding, offers portfolio management tools, provides financial planning capabilities, enables reporting and analytics, and ensures compliance and security. In summary, Invessed empowers advisors to provide exceptional service, streamline 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.

5 reasons why you should use Invessed

  1. Streamlined Workflow: Invessed provides a comprehensive platform that streamlines your workflow as an advisor, making your client management more efficient and organized.
  2. Client Onboarding Made Easy: Invessed simplifies the client onboarding process by digitising forms and documents, saving you time and reducing paperwork.
  3. Powerful Portfolio Management: With Invessed, you can effectively monitor and manage client portfolios, including tracking investments, performance, and asset allocation.
  4. Robust Financial Planning Tools: Invessed enables robust financial planning, by integrating tools that allow advisors to create personalised plans for their clients. This includes retirement planning, goal setting, and risk analysis, helping advisors offer comprehensive financial advice.
  5. Comprehensive Reporting and Analytics: Invessed enables you to generate customised reports and analytics, providing your clients with clear and insightful information about their investments and financial goals.

 

By using Invessed, you can provide exceptional service to your clients, streamline your operations, and make more informed investment decisions.

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.
Invessed Portal Abstract

How does Invessed provide service and support?

Invessed provides service and support through various channels to ensure that advisors have the assistance they need. Here are some ways in which Invessed provides service and support:

  1. Dedicated Account Manager: Each advisor is assigned a dedicated account manager who serves as their main point of contact. The account manager is responsible for addressing any questions, concerns, or issues that advisors may have.
  2. Email Support: Advisors can reach out to Invessed's support team via email for any technical or operational issues. The support team strives to respond promptly and provide solutions to queries.
  3. Phone Support: Invessed provides phone support during business hours, allowing advisors to speak directly with a support representative for immediate assistance or guidance.
  4. Training and Onboarding: Invessed offers training sessions and onboarding support to ensure that advisors are familiar with the platform's features and functionalities. This helps advisors make the most of the platform and enhances their overall experience.

 

Invessed is committed to providing excellent service and support to advisors, ensuring their success in using the platform and meeting their clients' needs.

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.

Background Shapes Left Crop

Quote icon

Our clients are really impressed with the real-time Valuations. Finally, we can do away with the clunky PDFs.

South Europe-based Wealth Manager, £2Bn AuM

 

Get started

2024 Adam Weston Hq Oval

Adam Weston is a Founding Director at Invessed

Streamline your operations, optimise investment strategies, and deliver exceptional client experiences. Schedule a demo today and unlock the future of wealth management.

Schedule a demo