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Build smarter with access to over 200 APIs for popular applications

The API marketplace for wealth management is specifically designed for the Invessed client portal. It facilitates real-time data sharing and improves the user experience. Our marketplace provides access to over 200 APIs, covering a wide range of services such as portfolio management, risk assessment, financial planning, and more. These APIs enable seamless integration of your systems, allowing you to deliver customised investment strategies, reporting, and recommendations.

CRM & Data providers

Ready-made connections with popular systems, applications and data providers.

Icon Anevis

Anevis

SaaS solution for asset management marketing and regulatory reporting.

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Icon Foliometrics

Foliometrics

Fully featured CRM solution specifically tailored for hedge funds.

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Icon Hubspot

Hubspot

CRM solution for wealth and asset managers, with inbound marketing focus.

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Icon Backstop

Backstop Solutions

Portfolio management platform for monitoring multiple asset classes.

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Icon Dynamics

Microsoft Dynamics

Enterprise CRM solution with advanced reporting, on Microsoft's Azure Cloud.

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Icon Fefundinfo

FE FundInfo

Award-winning products and solutions backed by accurate, trusted fund data.

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Icon Effect

Effect Fin/S

Multi asset-class, front-to-back solution for asset and wealth managers.

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Icon Xplan

Iress Xplan

A financial planning and wealth management CRM software for advisors.

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Icon Salesforce (1)

SalesForce

Powerful CRM for investment brands, with a dedicated financial Cloud.

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Technology & Security

Cloud-native platform built on robust and secure technology.

Icon Azure

Microsoft Azure

Global leader in Cloud infrastructure and security, offering the widest compliance coverage.

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Icon Gcp

Google Cloud

High-performance Cloud infrastructure for computing, data analytics & machine learning.

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Icon Idnow

IDnow

Identity verification, compliant with KYC/AML regulations across 195 countries.

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Connect anything. Integrate everything.

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Connect any data

Source data from CRMs, custodians, portfolio or market data providers. 

Our platform API
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Ready-made integration with our CRM got our Portal live in record speed.

Nordic Fund Manager, €4Bn AuM