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.

Invessed's Sales App: Comprehensive Wealth Management

Consider using a sales app specifically designed for wealth management

We understand the challenges faced by sales professionals in this industry and have developed solutions tailored for Investment Advisors, Portfolio Managers, and Relationship Managers. Invessed offers a platform that automates your clients' wealth management journey and provides an exceptional client experience.

At Invessed.com, we have developed sales app solutions designed to address the challenges faced by wealth management sales professionals. Our feature-rich apps include:

Automate Workflow	Invessed's software automates client onboarding, eliminates paperwork, and digitises client information. It provides a secure messaging centre, and document library, and facilitates the distribution of account documentation for KYC, AML, and e-signatures.
Assess Client Risk Profiles	Invessed provides tools for wealth and fund management firms to assess risk tolerance, match investments, and provide projections aligned with different scenarios.
Automate Regulatory Compliance	Our intelligent automation software saves time by ensuring the accurate completion of necessary documentation and disclosures following regulations.
Enhanced Data Security	Our software prioritises an integrated data model, employing encryption measures and access controls to protect sensitive client information. Invessed integrates with your existing systems, allowing you to connect with any CRM or data provider to effectively manage leads, prospects, and deals throughout the sales pipeline.
Collaboration Tools	Our software facilitates seamless communication and collaboration among team members involved in onboarding, providing real-time updates and task assignments.
Real-time Market Insights	Invessed provides you with up-to-date market insights, enabling you to make informed decisions for and with your clients.
Customisable Reporting and Analytics	Our sales app offers robust reporting and analytics capabilities, allowing you to track your sales performance, identify trends, and make data-driven decisions.

Invessed is more than a client portal; it manages the investment journey from prospect to client.

Client portal dashboard abstract illustration

Benefits of Choosing Invessed

When you choose Invessed.com for your sales app needs, you can expect:

Tailored Solutions: Our sales app is specifically designed for wealth management professionals, ensuring that it meets your unique requirements.
Ease of Use: Our user-friendly interfaces make it easy for you to navigate and leverage the full potential of our Invessed platform.
Reliable Support: We provide dedicated support to assist you whenever you need it, ensuring a seamless experience with our apps.
Continual Innovation: We are committed to staying at the forefront of technology and continuously enhancing our solutions to meet the evolving needs of the wealth management industry.

Partner with Invessed.com today and revolutionise your wealth management sales process. Contact us for a demo and take the first step towards achieving sales excellence.

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

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Ainsley McWilliams

Ainsley is an experienced Head of Client Services at Invessed, and a Digital Marketing professional with a background in Account Management. She is highly experienced in all aspects of digital marketing and committed to supporting businesses to reach their goals.

Fully featured Sales App for a Wealth Management Investment Experience

Consider using a sales app specifically designed for wealth management

Invessed is more than a client portal; it manages the investment journey from prospect to client.

Benefits of Choosing Invessed

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

Ainsley McWilliams

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