Fully featured Sales App for a Wealth Management Investment Experience

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

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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.

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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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