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.


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Investment and client reporting
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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.
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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. 
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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.

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Our clients are really 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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Invessed wealth apps