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.

Does a Wealth Management Firm Need a Client Portal?

A client portal can be a useful tool for a wealth management firm to provide to its clients.

It can help improve communication, collaboration, and customer service between the clients and the firm. A client portal can provide clients with a convenient and secure platform to access and manage their wealth management accounts, and it can also help the firm streamline processes and improve efficiency by automating certain tasks and providing a centralised location for managing client information and interactions.

€200bn

Estimated combined AuM of Invessed key accounts. We work with Asset and Wealth managers, Private banks and Fintech creators across Europe and beyond.

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A client portal can help improve communication, collaboration, and customer service between the clients and the firm.

However, whether or not a wealth management firm needs a client portal will depend on a number of factors, including the size and complexity of the firm, the needs and preferences of its clients, and the resources available to the firm.

A client portal can be a game-changer for wealth management firms, providing enhanced communication, streamlined processes, and centralised information for clients.

For some wealth management firms, a client portal is an essential part of their business model, while others may be able to meet their clients' needs through other means, such as in-person meetings or phone calls. Ultimately, the decision to implement a client portal will depend on the firms and their clients' specific needs.

5 Reasons Why Wealth Management Firms Need a Client Portal

Enhanced Communication: A client portal allows wealth management firms to communicate and interact with their clients in a more efficient and convenient manner. Clients can access important information, receive updates, and engage in real-time communication with their advisors, improving overall client satisfaction.
24/7 Account Access: With a client portal, clients have the flexibility to access and manage their wealth management accounts anytime, anywhere. They can review their portfolio, track investments, view statements, and monitor performance, providing them with a sense of control and transparency.
Streamlined Processes: A client portal automates various tasks and processes, reducing manual work for both clients and the firm. Clients can initiate transactions, update personal information, and securely share documents, streamlining administrative tasks and improving operational efficiency.
Centralised Information: Client portals serve as a centralised hub for managing client information and interactions. Advisors can access a comprehensive view of each client's financial profile, allowing them to provide personalised advice and recommendations based on the client's specific needs and goals.
Data Security and Privacy: Client portals offer advanced security measures to protect sensitive financial information. Encryption, multi-factor authentication, and secure data storage ensure that client data is safeguarded from unauthorised access, instilling trust and confidence in the firm's commitment to data security.

By implementing a client portal, wealth management firms can enhance client experiences, improve operational efficiency, and stay competitive. With the right digital partner like Invessed, firms can benefit from a client portal for search engines, ensuring increased visibility and attracting potential clients.

How can Invessed help?

Invessed is a team of digital specialists with deep knowledge of the investment sector. We foresaw the CX revolution and designed the Invessed Client Portal to help investment brands meet the challenges of growing their AuM.

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

Adam Weston is a Founding Director at Invessed