Seamless and Comprehensive integration of Invessed with Pershing

Integrating Invessed with Pershing's Nexus® brings together two industry-leading platforms to provide a seamless and comprehensive wealth management solution. This integration allows clients to access Pershing's extensive range of investment products and services through the Invessed platform, empowering financial advisors and their clients to efficiently manage their investment portfolios and make informed decisions. By streamlining operational processes and providing a sophisticated user experience, the integration enhances the capabilities and offerings available to both advisors and clients, resulting in a powerful collaboration between Invessed and Pershing.

What is Invessed?

Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

What is Nexus®?

Nexus from Pershing is a comprehensive wealth management platform that powers our middle and back office systems. It offers a wide range of investment products and services, including custody, trading, and clearing services. With their extensive resources and expertise, Pershing enables financial advisors and their clients to efficiently manage their investment portfolios and access real-time market data.

Why integrate Invessed with Pershing?

  Invessed Nexus
Experience Multi-channel experience Seamless integration
Cost Fair and transparent prices Flexible, to requirements
Hosting Fully-managed SaaS Fully-managed SaaS
Support Invessed SLA Pershing SLA
USP Wealth Engagement Platform CRM, portfolio management and investor portals

Tried-and-trusted technology stack

.NET Core

.NET, developed by Microsoft, is an open-source cross-platform framework for building apps and integrations for web, mobile, and other platforms.

Azure Cloud

Microsoft's Azure Cloud platform offers unmatched power, scalability, and security, providing cost-effective hosting and access to AI capabilities.


DevOps combines software development and IT operations to shorten the systems development life cycle and ensure continuous delivery.

Start a project

Ready to upgrade your client portal? Get started with an Invessed project.