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.

Client Portals with Effect Fin/S and Invessed

Posted by: Marketing

17 October 2022

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The power of Effect Fin/S on the Invessed platform: a Client Experience power-play

Key points

Effect is a specialist financial software provider based in Athens
FIN/S offers a comprehensive range of Solutions for the financial sector
Invessed provides the perfect store-front for Fin/S
Plug-and-play open API connector ensures a quick and painless implementation

Client portals integrated with Effect Fin/S

A seamless experience, from back-office to the Clients' devices.

FIN/S is a web-based, integrated, multi asset-class, front-to-back solution that ensures efficiency and operational excellence. Built with security and regulatory compliance, the solution works across the entire organisation, including:

Front-office CRM, workflows, order management and analytics
Middle-office risk management and investment strategies
Back-office reporting, operations and finance
Management, compliance and administration components

In short, Fin/S covers the entire range of investment operations. To ensure a transparent, client-centric service, organisations need to interface their OPs with a cutting-edge Client Portal - that's where Invessed comes in.

We are enthusiastic about this collaboration, as we can enhance our clients' ability to differentiate from competition and provide a unique online Client Portal to their investors, with the accuracy, validity and security that the FIN/S platform delivers.

George Thomas, Effect, President and Managing Director

Seamless Wealth and Asset management Experiences with Effect and Invessed

The Invessed platform is an integrated Client Portal solution for Asset and Wealth Managers. Secure and engaging client experiences that work across web and mobile, and allow access to performance and valuation reporting, risk profiling and lots more.

We are a data-agnostic, and support all Investment Management systems . Our plug-and-play connector which connects for Fin/S open API ensures that integrations are secure, quick, accurate and cost-effective.

To upgrade your Customer Experience and increase client loyalty, you need to front your Investment Management system with a cutting-edge Client Portal. Effect with Fin/S and Invessed are a power-play like no other.

We are thrilled to collaborate with Effect. Our plug-and-play connector combines the power of Fin/S with the reporting capabilities of our platform - a true CX power-play.

Theo Paraskevopoulos, Invessed CEO

About Effect SA

Established in 1990, EFFECT designs, develops and implements innovative, fully compliant software solutions for the financial sector. EFFECT boasts a growing track record of expertise deploying optimal practices and technologies to add value for its clients.

We offer solutions for:

Private Banking & Wealth Management
Asset Management
Funds Management Unit holders & Administration (UCITS, AIFS)
Custody Services
Depositary Services
Brokerage
Robo Advisory

Visit Effect.gr

Learn more about Effect and Fin/S solution.

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