Invessed client portal for wealth managers mockup

A client portal is a secure online platform that helps wealth managers and advisors acquire and retain a demographic mix of clients by providing tailored advice, personalised services, market intelligence and investment advice. The top five benefits of a client portal include:

  1. Improved communication and collaboration: Client portals provide a centralised location for clients to access information and communicate with the company. This improves the efficiency and effectiveness of communication and collaboration between the client and the company.
  2. Enhanced security and privacy: Client portals offer a secure platform for clients to access sensitive information and communicate with their wealth managers. This protects the privacy of the client and the company's confidential information.
  3. Increased convenience: Client portals easy and convenient access to information and services.
  4. Improved customer service: Client portals can provide a self-service platform for clients to manage their accounts, freeing up company resources to focus on more complex or high-priority issues.
  5. Increased efficiency: A client portal can help streamline processes and improve efficiency by automating certain tasks and providing a centralised location for managing client information and interactions.

 

The client portal is a primary channel for wealth managers and advisors who strive to deliver an outstanding customer experience through the whole client lifecycle.

How can Invessed help?

Invessed is a team of digital specialists with deep knowledge of the investment sector. We foresaw the CX revolution and designed the Invessed Client Portal to help investment brands meet the challenges of the digital-first world.

Client portals