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.

Riding the Digital Wave: Shaking Up Wealth Tech

Posted by: Theo Paraskevopoulos

29 February 2024

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Step aside, traditional finance!

Wealth platforms are key in client engagement, retention, and acquisition. They empower clients and firms to manage and grow their wealth.

This game-changer is transforming the field of wealth management. Join me as we explore how technology enhances wealth management, overcoming challenges, introducing innovative tools, offering benefits, and shaping a promising future.

Even Superheroes Meet Their Nemesis

For wealth platforms, it's the lack of automation, real-time data access, compliance, and security threats. These villains slow down efficiency and decision-making and pose risks to client data.

Technological Solutions: The Superpowers

Wealth tech is brimming with solutions to overcome these challenges. Robo-advisors, the Iron Man of investment, use AI to dish out automated, targeted investment advice. Blockchain, the Captain America of finance, offers unmatched security and transparency. And data analytics, the Sherlock Holmes of wealth management, uncovers valuable insights for bespoke wealth management investment strategies.

Tech is Winning Battles and Hearts!

Wealth Software enhances the financial advisor and client experience. It makes investment portfolio management a breeze and even offers scale and cost-efficiency. Clients can track their investments with a few clicks, and wealth managers can handle more clients without breaking a sweat. Plus, it's saving the planet by cutting down the need for physical infrastructure.

Future Trends: The Next Adventure

The wealth tech revolution continues to accelerate unabated. Data analytics and machine learning will provide more accurate investment guidance and market forecasts. Wealth management platforms will become the new standard for offering wealth management services. Providing seamless, adaptable access to data through mobile and cloud-based solutions.

The future of wealth management is bright and tech-filled!

In short, technology is shaking up the world of wealth management, making it more efficient, targeted, and exciting. Tech advancements are making delivering wealth management services a joy.

As for the industry embracing wealth technology, it is no longer optional. Even if that means ditching legacy solutions in favour of modern applications. So here's to the tech-powered future of wealth management - let's ride the wave together!

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Theo Paraskevopoulos is a Founding Director at Invessed

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