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 and client reporting](/media/3dlb0cxh/invessed-client-portal-with-open-drawer.png?rmode=min&width=1280&quality=90&v=1daa7c7c5885e30)
Investment reporting on over €200Bn combined AuM
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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