Streamlining Investment Management and CRM with Invessed + Salesforce Integration

Integrating Invessed with Salesforce allows companies to streamline their investment management and customer relationship management processes. This integration ensures seamless synchronisation of data, eliminating the need for manual data entry and reducing the risk of errors. By providing real-time access to CRM data within the Invessed interface, businesses can make informed decisions and offer personalised client experiences. The integration enables automated workflows and triggers, enhancing efficiency and enabling timely follow-up tasks or notifications. Overall, integrating Invessed with Salesforce empowers businesses to optimise processes, improve client experiences, and drive business growth.

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 Salesforce?

Salesforce is a cloud-based CRM software designed to help businesses find more prospects, manage customer relationships, and close more deals. With Salesforce, businesses can store and organise customer data, track sales opportunities, automate workflows, and analyse customer interactions. The platform is highly customisable and adaptable to different industries. One of its key features is Customer 360, which enables teams to have a shared view of customer information and build stronger relationships.

Why integrate Invessed with Salesforce?

  Invessed Salesforce
Experience Multi-channel experience Seamless CRM integration
Cost Fair and transparent prices Flexible, to requirements
Hosting Fully-managed SaaS Fully-managed SaaS
Support Invessed SLA Salesforce SLA
24/7 Support
Community forum
USP Wealth Engagement Platform Customer Relationship Management

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

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