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.

What is digital wealth management?

Posted by: Adam Weston

17 October 2024

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Digital wealth management leverages digital tools for advisors to create seamless client experiences.

These tools enhance engagement, transparency, and collaboration while improving financial asset performance. They assist financial advisors and clients in managing investments and making informed decisions through:

Client experience: Consistent interactions across platforms
Engagement: Enhanced transparency and client involvement
Portfolio management: Automated portfolio analysis and recommendations
Financial planning: Personalised advice
Investment tracking: Multi-platform investment monitoring
Data analytics: Insights into client needs

Is the digitalisation of wealth management still a priority?

Absolutely, digital wealth management platforms empower advisors to scale solutions, boost engagement, and increase efficiencies. They also lower barriers to entry, making financial services more accessible to individuals across income levels.

What are the business benefits of digital wealth management?

At Invessed, we've identified key areas where our digital technology transforms wealth management:

Enhanced client engagement

Our platform provides interactive dashboards and personalized reports, fostering deeper client relationships and increasing satisfaction.

Streamlined operations

Automation of routine tasks allows your team to focus on high-value activities, improving efficiency and reducing operational costs.

Data-Driven insights

Advanced analytics tools offer real-time insights into client portfolios, enabling more informed decision-making and proactive advice.

Seamless integration

Our platform easily integrates with your existing systems, ensuring a smooth transition and minimal disruption to your current workflows.

Regulatory compliance

Built-in features help you stay current with changing regulations, reduce risk, and ensure adherence to industry standards.

Scalability

As your business grows, our platform scales with you, accommodating more clients and complex portfolio management needs.

Experience the Invessed difference - where cutting-edge technology meets personalised investor reporting.

Adam Weston is a Founding Director at Invessed

Streamline your operations, optimise investment strategies, and deliver exceptional client experiences. Schedule a demo today and unlock the future of wealth management.

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