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.

Great Wealth Transfer Triggers a Shift in Wealth Management

Reshaping the Future of Wealth Management

We are on the verge of witnessing the largest wealth transfer in history. In 20 years, $84 trillion in assets will transfer from the Baby Boomer generation to Millennials and Generation Z. This isn't just a money shift — a massive change that will rework economies and remake entire industries.

family on country walk in golden sunshine

Millennial Money Shift

The younger generations will not simply inherit the wealth but also transform its management. They favour managing their finances digitally and tailored to their requirements.

31% of Millennials and 21% of Generation X use Self-Investing Apps.

This financial transition of millennials is triggering a significant shift in conventional financial management, creating opportunities for technology firms specialising in finance.

YouGov Survey

Money Movement: Going Digital

This money movement from older generations is shaking up the traditional way of managing wealth. Wealthy individuals from younger generations want digital solutions. They like the ease of having access to their money anytime, seeing updates in real-time, and making transactions right away.

The Great Money Shift: A Tech Jump

The most significant financial transition in history isn't solely about digital access to financial resources. It also involves leading AI and machine learning technologies to provide tailored financial guidance and automated wealth management. Technology firms that can integrate these technologies into user-friendly wealth management software will dominate the market.

Wealth Management Platform: A Safe Place

But, moving towards a Wealth Management Platform isn't easy. Strong security and compliance with regulations are critical. As technology improves, the rules that keep these digital platforms safe and fair must also improve.

Moving Money to the Next Generation: A Green Shift

This movement of money is also changing how people invest. Younger generations prefer to invest sustainably and responsibly. They're more likely to put money into companies that share their values about the environment and social justice.

Why Invessed? A Custom Solution

Invessed is here to meet the growing need for digital, personalised, and sustainable money management solutions.

Invessed helps money managers attract younger, tech-savvy generations with a digital platform to stay competitive. With AI and machine learning, Invessed advisors to provide personalised financial advice, predict risk, and automate money management. It also has strong security and helps with regulatory compliance.

Invessed provides digital, personalised, and sustainable solutions for wealth managers and advisors. This comes as the world is experiencing the largest change in money handling from boomer parents to their children.

The Great Money Shift: Changing Money Management - Invessed

Discover how Invessed is adapting to the biggest movement of money in history. Our wealth management platform appeals to tech-savvy younger generations, offering personalised financial advice, predicting risk, and automating money management.

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.