Posted by: Adam Weston
14 April 2025
In times of market uncertainty, client relationships are put to the test. Sudden drops in portfolio value, relentless headlines and emotional decision-making can lead to anxiety and in the worst cases, client attrition.
For investment and wealth managers, the challenge isn’t just navigating the markets. It’s keeping clients engaged, informed and confident through the noise.
Holding the line when clients get jittery
When markets turn, even the most seasoned investors start to second-guess. One bad headline, one red day and your client services team is flooded:
- What’s happening to my portfolio?
- Should I be doing something?
- Is my manager on top of this?
Traditional communication channels struggle under pressure. Emails go unanswered, phones don’t stop ringing and reactive messaging only adds to the uncertainty. In a time when clients crave clarity, how do you maintain composure, consistency and trust at scale?
Client portals that reassure and retain
A secure, user-friendly client portal gives investors instant access to portfolio data, performance insights and adviser updates—all in one place. In periods of volatility, this always-on, controlled environment becomes a steadying force.
Client portals don’t just deliver data. They deliver confidence. By actively addressing concerns with timely, relevant content, you help investors stay focused on the long term. You reduce emotional churn. You protect relationships. Most importantly, you preserve trust. Arguably your most valuable asset.
How Invessed helps you engage clients during market turmoil
We built Invessed to close the gap between your team and clients, especially when the markets are unsettled. We help you deliver consistent, reassuring and scalable communication without overloading your resources.
Key features include:
Client engagement analytics
Know who’s logging in, what they’re viewing, and where they may need support—so you can act early, not react late.
Real-time portfolio dashboards
Show clients where they stand—daily updates delivered securely across desktop and mobile. There are no surprises, just clarity.
Market commentary and bespoke messaging
Push insights and adviser notes into the portal to contextualise volatility and reinforce long-term strategies.
Secure document sharing and regulatory updates
Ensure your clients have timely access to everything from performance reports to compliance materials—all in one place.
Fully branded, seamless experience
Deliver a consistent, premium client experience that reflects your brand—regardless of market conditions.
Why Invessed?
In volatile markets, your communication strategy is your retention strategy. Invessed is the purpose-built client portal platform for investment and wealth managers who need to maintain strong, transparent and empathetic relationships, especially when markets aren’t cooperating.
Unlike typical wealth portals, Invessed is designed specifically for your world: fully branded, effortlessly integrated and tailored to the workflows and expectations of modern investors.
It gives you clarity, control and client confidence others can’t, so you can lead through uncertainty and not just respond to it.
Ready to turn volatility into an opportunity for deeper trust?
Book a Demo with Invessed and see how a client portal can become your most valuable asset.
Book a demo for the Invessed Client Engagement Platform
Learn how our platform can transform your business.
FAQs
By providing 24/7 access to real-time portfolio data, commentary and personalised updates, portals help clients feel informed and in control—minimising emotional reactions and impulsive decisions.
Direct communication is critical—but not always scalable. A portal complements personal contact by offering consistent messaging, timely updates, and on-demand access to reassurance when advisers aren’t immediately available.
Yes. Retention often hinges on trust, transparency and perceived value. A portal reinforces these by keeping clients connected, reducing uncertainty and demonstrating proactive service—even when performance dips.
Commentary on market events, adviser insights, video updates, FAQs and performance reviews that contextualise short-term losses within long-term goals. Clients want calm, not clichés.
Portals reduce pressure by deflecting common queries, providing self-serve information, and allowing teams to focus on clients who need hands-on support. Engagement analytics help prioritise outreach.
Engagement typically increases during turbulent times if the portal is easy to use and provides valuable content. Clients are looking for clarity, and the right portal becomes their first stop.
Invessed is purpose-built for investment and wealth managers, not retrofitted. It offers fully branded experiences, deep integration, real-time data and communication tools designed for regulated high-trust environments.
Invessed includes built-in analytics showing logins, content views and engagement patterns, helping you spot at-risk clients early and refine your communication strategy.
Smaller and boutique firms benefit even more; they gain scalability, professionalism and a stronger digital presence without overextending resources.
Invessed’s modular approach and industry focus make the setup streamlined and efficient. You get a branded, integrated portal up and running quickly without the complexity or delays of traditional solutions.