Investment reporting, client reports and valuations
Experience a full suite of investment charting and visualisations, and facilitate public or personalised file exchange in document libraries and data rooms.
Interactive fund factsheets and fund reporting
With Invessed fund reporting, clients can explore your fund range with intuitive filters and personalised listings, while interactive fund factsheets let your clients interact with fund performance and allocation.
Investment advice, risk profiling and projections
Invessed offers tools to help you capture risk appetite, match it to investment products, provide projections and plot them against scenarios and objectives.
Multi-channel experience, from web to mobile
There is an app for everything these days - and investment reporting and portfolio access are no exception.
Data integrations and API connectivity
Our Bring-Your-Own-Data approach means we work with your existing systems. Built with extensibility in mind, our collection of APIs will integrate data to and from your systems.
Client onboarding software
Create secure messaging centres and document libraries. Distribute documentation and collect Know Your Client (KYC), Anti-money Laundering (AML) material, and e-signatures.
Investment analytics and client intelligence
Engaging clients via digital channels generates a trail of behavioural data. This data is packed with value, enabling you to provide a better and more personalised experience and drive business.
Cloud-native secure portals and platforms
An ISO 27001-accredited company, we use a modern tech stack to ensure the highest security and privacy standards for your secure portal and wealth platform.
Our clients are impressed with the real-time Valuations. Finally, we can do away with the clunky PDFs.
South Europe-based Wealth Manager, £2Bn AuM
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