We often come across businesses who think that their data is too complex for a Client Portal.
A CRM is an internal tool for firms to store and act upon clients’ data - and inviting clients inside...
Why institutional asset managers choose the Invessed platform and what we’ve built for their investors.
On face value, passive investment feels like a win for investors - but society as a whole might be losing...
Line charts range from simplistic, static charts depicting related variables to complex, customisable...
With cybercrime on the rise, we’re all at increasing risk. Here are some best security practices to follow...
Fund managers are increasingly prioritising strong sustainability metrics in their portfolio spread,...
The world is now mobile-first. Wealth and Asset management clients demand nothing less.
So far, the investment industry has avoided disruption by Big Tech, but competition is beginning to emerge...
To keep innovating and avoid the legacy trap, we need to include upgrades in our roadmap.
Allowing clients to zoom in and out of their portfolio data is a key Client Portal best practice.
Theo Paraskevopoulos, CEO at Invessed looks at why wealth experiences are so powerful and offers a practical...
Invessed Digital Maturity Assessment
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