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.
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