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

Key points
  1. Effect is a specialist financial software provider based in Athens
  2. FIN/S offers a comprehensive range of Solutions for the financial sector
  3. Invessed provides the perfect store-front for Fin/S
  4. 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.   

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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.

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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:

  1. Private Banking & Wealth Management
  2. Asset Management
  3. Funds Management Unit holders & Administration (UCITS, AIFS)
  4. Custody Services
  5. Depositary Services
  6. Brokerage
  7. Robo Advisory