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.

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Invessed Analytics dashboard

Trusted by wealth managers with over €200bn in combined AuM

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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.   

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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. 

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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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Learn how our platform can transform your business.