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.

Using Technology To Gain An Edge In Wealth Management

Choosing a Wealth Management Company

In wealth management, it's important to be unique. When companies offer the same services, it can be hard for clients to choose. This can make companies focus just on basic services and fighting for customer loyalty.

Identifying the Problems

In this industry, several problems have come up:

In a busy market, wealth managers might struggle to stand out.
The move towards digital is impacting the wealth management industry. Companies that don't adapt might become outdated.
Today, personalisation is key as clients want custom investment solutions. The time of a one-size-fits-all approach is over. Clients want portfolio management made for their own needs.
Because of the strict rules that govern the industry, staying compliant for investment managers is a must, not a choice.

Finding a New Way

To tackle these problems, wealth management firms need to try a new strategy:

Choosing client relationships over selling financial services can significantly impact overall success and satisfaction. By understanding and meeting specific client needs, financial advisors can build loyalty. This approach helps earn client trust and helps wealth management firms stand out in a busy market. Focusing on individual goals and situations makes clients want to stay, increasing client retention.

"By using technology, firms can improve their services. Data analytics can give valuable insights into client behaviour, and digital experience platforms can improve client engagement.

Firms can greatly improve their services by using modern technology. Data analytics can give valuable insights into client behaviour, and digital experience platforms can improve client engagement. Data can tell us about clients, such as how they manage money, risk tolerance, and investment preferences. With this data, firms can offer services designed for each client's needs and goals, improving satisfaction and loyalty.

Digital platforms with interactive features like real-time portfolio updates and educational resources can help clients stay engaged. They can use services anytime, anywhere, for better financial management and more involvement in wealth management.

Plus, technology can help firms stay up-to-date with regulatory changes. Automated compliance systems ensure they follow the latest regulations, lowering the risk of expensive fines or reputation damage.

Wealth management companies can leverage technology to offer customised, interactive, and regulatory-compliant services, enabling them to distinguish themselves in the sector.

Choosing a Wealth Management Company

A recent survey by PWC showed that 69% of HNWIs use online or mobile banking. However, only 25% of wealth managers provide digital services beyond email.

Our wealth management software offers a platform for personalised client engagement. It includes tools to understand client behavior and tailor services accordingly. Plus, it helps firms stay current with regulatory changes, ensuring compliance.

Invessed's technology-driven wealth management platform makes it different, providing a smooth, easy-to-use experience. This helps firms stand out in a busy market.

By choosing Invessed, wealth management firms can effectively set themselves apart and offer personalised services.

Supercharge your business with Invessed.

Schedule a demo

Using Technology To Gain An Edge In Wealth Management

Choosing a Wealth Management Company

Identifying the Problems

Finding a New Way

Choosing a Wealth Management Company

Supercharge your business with Invessed.

Cookies and your privacy.