Client reports for private, retail, or institutional investors.
Invessed delivers engaging and interactive client reporting where you can consolidate accounts and drill down to portfolios, holdings, and securities.
Experience a full suite of investment charting and visualisations, and facilitate public or personalised file exchange in document libraries and data rooms.
Investment reporting on over €200Bn combined AuM
Interactive multi-layered client reporting
- Interactive investment reporting with drill-downs.
- Consolidated client reporting (sometimes referred to as Helicopter views), individual client Portfolios, and individual Holdings.
- Drill-down to Fund or Security details for full transparency and granular control.
Financial charting and interactive tables
- A comprehensive suite of interactive charting and table components for intuitive financial reporting.
- Cumulative and discrete Performance charts with time controls and Asset allocation breakdowns.
- Searchable, sortable, and downloadable tables for Holdings, Transactions, and other tabular data.
Document library and data rooms
- Document distribution for public, group or personal access. Log each download for compliance and analytics purposes.
- Multiple filters to retrieve documents by type, category or date. Personalise by marking as favourite or viewed.
- Link to Messaging service, to create workflows and send notifications of new uploads.
Our clients are impressed with the real-time Valuations. Finally, we can do away with the clunky PDFs.
South Europe-based Wealth Manager, £2Bn AuM
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FAQs
Invessed delivers real-time data synchronisation and automated validation to ensure your reports reflect the most accurate and up-to-date information.
Security is a top priority, with encryption, secure cloud storage and multi-factor authentication protecting your sensitive data.
Integrating external data is seamless, supporting APIs that connect Invessed to a wide range of financial systems.
Invessed offers a variety of reports, including portfolio performance, asset allocation, risk analysis and detailed transaction tracking.
Performance analytics include benchmarking, historical performance trends, and custom metrics that give you valuable insights into your portfolio.
Yes, you can tailor reports to match your branding and client preferences, ensuring a personalised experience every time.
Reports update in real-time, so you and your clients always have access to the latest information. However, some clients have different requirements and controls depending on circumstances.
Absolutely. Invessed export reports in multiple formats, including Excel and PDF, making it easy to share and analyse quickly.
Yes, you can filter reports by investment type, asset class and other criteria to focus on what's most important.
Clients can easily view their investment reports via the Invessed mobile app, ensuring seamless access on the go.