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.

Transforming Client Retention in Wealth Management with Invessed

Posted by: Ainsley McWilliams

29 February 2024

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Picture this...

Your client enters your workspace (or joins a video conference in their loungewear from the waist down!) armed with a long list of grievances.

Their portfolio is underperforming, and they are in the dark about their investments. They've received a tantalising offer from a competitor. Is this the end of the road for your client relationship?

Not necessarily!

Invessed is like the superhero of wealth management software, saving the day by improving client retention. Let's explain why clients might be itching to leave your firm and how Invessed can turn things around for you.

The market is unpredictable, but Invessed's advanced analytics tools can give you the edge.

First, let's discuss the performance.

The market is unpredictable, but Invessed's advanced analytics tools can give you the edge. When you outpace the market and exceed your client's expectations, our real-time tracking and reporting will build trust.

Next up is communication

We've all heard it before - customer satisfaction is key, and Invessed takes this to heart. The platform's integrated communication tools allow regular touchpoints with clients, keeping them informed and in the loop. This means you can say goodbye to unreturned calls and emails falling through the cracks.

Elevated charges can frequently deter clients. But Invessed's efficient operations can help reduce overhead and allow you to pass the savings on to your clients. With clear, transparent billing features, clients know exactly what they're paying for.

With Invessed, you're not just managing your clients' wealth. You're providing a superior service that keeps them coming back for more.

Now, let's get personal.

Invessed understands that wealth management isn't a one-size-fits-all service. You can meet client's needs and goals with customisable investment portfolio reporting and tailored advice features.

Don't forget about financial planning tools.

Invessed's transparency builds trust and helps with financial planning. It empowers you to provide effective, strategic advice that addresses your client's financial goals. No more inadequate plans or missed opportunities.

Responsiveness? Check.
Transparency? Check.
Consistency? Double-check.
Trust? You bet.

Invessed's user-friendly interface and robust features streamline your services. This makes it easy for you to be responsive, transparent, and consistent with your customer relationships. With Invessed's strong commitment to data security and ethical practices, you'll be building relationships and client's trust quickly.

So, when a competitor tries to lure your client away with a better offer, you'll have the confidence to say, "Bring it on." With Invessed, you're not just managing your clients' wealth. You're providing a superior customer experience that keeps them returning for the long term..

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.