Posted by: Ainsley McWilliams
28 February 2024
Revolutionising Wealth Management: The Invessed Experience
One of our clients, a financial advisor at a busy wealth management firm, shared a personal story about their experience with Invessed, our digital wealth management software. They were often overwhelmed by the daily task of managing numerous client portfolios.
Their journey with Invessed began when they realised they needed a more efficient way to manage their clients' investment portfolios. "Before Invessed, we were struggling with multiple platforms, mountains of paperwork, and constant phone calls. We knew there had to be a better way, and that's when we discovered Invessed."
Invessed is empowering firms to better serve their clients and help them achieve their financial goals.
Invessed allowed them to consolidate all client investment accounts into a centralised view. This was a game-changer. Suddenly, they had a comprehensive overview of each client's investments in a single dashboard, eliminating the need to juggle multiple platforms and make endless phone calls.
The transparency provided by Invessed during portfolio rebalancing helped ensure that their clients' portfolios remained aligned with their financial goals, regardless of market conditions. "It was like having an additional team member, quietly and efficiently keeping an eye on investments."
One significant benefit was accessibility to professional advice. Invessed became a valuable tool for our clients, allowing us to offer expert guidance and recommendations tailored to their specific goals and risk tolerance.
But Invessed didn't stop at the advice; it also provided advanced reporting and analytics tools. "We could track and analyse our clients' portfolio performance with unprecedented detail. This data enabled us to make informed decisions and gave our clients insights to better understand their investments."
Lastly, Invessed offered essential risk management tools. "These tools facilitated the creation of diversification strategies for our clients, allowing them to spread their investments across various asset classes and regions, thus reducing risk."
This firm's story exemplifies how Invessed is revolutionising the wealth management industry. By offering a comprehensive and efficient solution for managing investment portfolios, Invessed is empowering firms to better serve their clients and help them achieve their financial goals. "As the financial landscape continues to evolve, Invessed remains a trusted partner in our journey towards financial success."
