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.

Streamlining Operations: How the Invessed Client Portal Transforms Advisor Workflow

Reinventing Advisor Efficiency

Financial advisory and the quest for efficiency and enhanced client management have long been an elusive pursuit. Enter Invessed, a comprehensive platform that revolutionises the workflow of advisors, propelling them into a new era of seamless operations and informed decision-making. With its holistic approach to client management, Invessed has become the go-to solution for advisors seeking to navigate the complex landscape of modern finance.

The Power of Invessed

Invessed empowers advisors by providing a suite of cutting-edge tools and functionalities that streamline their workflow and elevate their ability to serve clients. From the moment a client steps foot into the advisory realm, Invessed takes charge, simplifying the onboarding process through digitised forms and documents that effortlessly accelerate the journey. Gone are the days of cumbersome paperwork and tedious administrative tasks – Invessed has ushered in an era of efficiency and speed.

Unleashing Advisors Full Potential

With Invessed, advisors gain access to a powerful portfolio management system that puts them in the driver's seat. Monitoring and managing client portfolios has never been easier, as Invessed equips advisors with real-time insights into investments, performance metrics, and asset allocation. Armed with this knowledge, advisors can make informed decisions and guide clients toward their financial goals with confidence and precision.

Book a demo

The Art of Financial Planning

Invessed goes beyond portfolio management and delves into the realm of financial planning, offering advisors robust tools to create personalised plans for their clients. Retirement planning, goal setting, and risk analysis are seamlessly integrated into the platform, allowing advisors to craft comprehensive and tailored strategies that resonate with their clients' aspirations. Invessed empowers advisors to be more than just financial guides – it enables them to be architects of their client's futures.

Illuminating Clarity

In the world of wealth management, information is power, and Invessed recognises the importance of clear and insightful reporting. Advisors can generate customised reports and analytics that provide clients with a deep understanding of their investments and financial goals. Through visually stunning presentations of data and performance metrics, Invessed enables advisors to not only inform but also inspire their clients, fostering a sense of trust and confidence in their financial journey.

Book a demo

Invessed client portal communications mobile

A Fortress of Compliance and Security

When data breaches and regulatory non-compliance loom large, Invessed sets itself apart with its unwavering commitment to compliance and security. By adhering to stringent regulatory requirements and implementing robust security measures, Invessed ensures the protection of sensitive client data. Advisors can rest easy, knowing that their client's information is safeguarded within the Invessed fortress.

Embracing the Future

Invessed is more than just a platform – it is a catalyst for change in the financial advisory industry. By providing a comprehensive solution that streamlines operations, enhances client management, and promotes informed decision-making, Invessed empowers advisors to navigate the complexities of modern finance with ease. It is a testament to the power of innovation and the transformative potential of technology in reshaping the future of financial advisory.

Book a demo

Invessed client portal risk profiling mobile

The Invessed Client Portal is more than a tool

Invessed is a client engagement champion. With its seamless integration of client onboarding, portfolio management, financial planning, reporting, and analytics, Invessed propels advisors into a realm of unprecedented efficiency and effectiveness. As the financial landscape continues to evolve, Invessed stands at the forefront, empowering advisors to provide exceptional service, streamline operations, and make more informed investment decisions. The future of financial advisory is here, and it is Invessed.

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

Get started

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.

Streamlining Operations and Transforming Advisor Workflow

Reinventing Advisor Efficiency

The Power of Invessed

Unleashing Advisors Full Potential

The Art of Financial Planning

Illuminating Clarity

A Fortress of Compliance and Security

Embracing the Future

The Invessed Client Portal is more than a tool

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

Ainsley McWilliams

Cookies and your privacy.