Understand Client Behaviour and Extract Value from Data
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.
To realise the value of investment analytics, you need powerful portfolio analytics tools that show you the big picture while allowing you to analyse the most granular details. At Invessed Analytics, our dashboard provides this comprehensive model.
Investment reporting on over €200Bn combined AuM
Big picture Investment Analytics
Investment analytics dashboard charting logins, page views, downloads and messages over time.
Slice-and-dice filters for specific time periods, users or groups and event types.
Understand what works by monitoring most active users, visited content and documents.
Granular client engagement
Track every login, view and download for auditing purposes as well as granular client profiling.
Explore individual user behaviour over time and drill-down to individual actions.
Identify patterns and group clients into segments to personalise content and group messages.
Extract value from your data
Export data to compile Management Information reports to measure engagement and prove ROI.
Identify outliers and pain-points and provide proactive customer service.
Install notifications or connect to AI/ML models to predict pain points and never miss opportunities.
Portal Analytics gives us a richer and more immediate view of client behaviour.
UK Fund Manager, €12Bn AuM
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Analytics and Intelligence FAQs
Invessed tracks how clients interact with your digital touchpoints like logins, views and document downloads. Invessed helps you identify high-value content, uncover drop-off points and refine engagement strategies.
It does. You can see which documents or reports get traction, allowing you to double down on high-impact content and phase out what's underperforming.
With Invessed you can monitor engagement over time, measure campaign touch points, and identify what's moving the needle, from first visit to logins and deeper platform use.
Invessed clients feel more in control and informed when they can interact with their data and tools anytime, anywhere. That self-service clarity builds loyalty and reduces advisor strain.
Yes. Usage data can highlight clients' interest in their specific investments, your content, and additional services, enabling your teams to engage with clients at the right time.
Absolutely. Invessed is built to support digital-native, mobile-first users who expect intuitive, secure and empowering client experiences.
You can. Invessed supports data exports and API feeds, enabling you to plug platform insights into wider data strategies or predictive tools.
Invessed keeps data in sync with connected platforms using scheduled webhooks or direct API calls, ensuring consistency across client-facing and back-office tools.
Implementation is collaborative. You'll get support across architecture, integration and testing, with clear documentation and DevOps alignment to reduce complexity.
Its modular architecture and flexible APIS make it future-ready, so the platform moves with you whether you're adding new tools or deploying AI.