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.
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 really impressed with the real-time Valuations. Finally, we can do away with the clunky PDFs.
South Europe-based Wealth Manager, £2Bn AuM
