Does a wealth management firm need a client portal?

Invessed client portal mockup

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.


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

Schedule a demo

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

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

Adam Profile Picture

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
Schedule a demo