Automatically create updated, interactive fund factsheets with Invessed.
Distributing fund data to advisors and investors does not need to be a chore. With the right toolkit, it can be the best and brightest showcase of your brand and fund range.
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.
By now, all interactions with advisors and clients begin on our digital channels.
UK Fund Manager, £6Bn AuM