Investment reporting on over €200Bn combined AuM
Frequently asked
Who will do the implementation?
Under the guidance of our consultants, our network of partners and developers will implement the solution and connect it to your data sources.
What is included? What is not?
All plans include Cloud hosting, support and all licenses and upgrades for as long as the subscription is active. There will be no other monthly charges.
What are your payment terms?
Subscription fees are invoiced monthly, in advance, starting from when we provision Cloud resources, typically a beta launch. We expect all invoices to be paid in within 30 days.
Do you give discounts or custom pricing?
We are happy to discuss special pricing, should our plans not match your circumstances - e.g. if you need a smaller or larger number of Clients or Adviser accounts.
How much will the implementation project cost?
Our partners charge a competitive rate for all custom development and integrations work. The total cost of the project will depend on your unique requirements.
How often do your prices change?
Our prices may increase by a small percentage each year, in line with inflation in major European markets. We will give you at least 3 months' notice before any increases kick in.
When can I cancel my subscription?
Launch plans can be cancelled any time. Minimum engagement for Scale and Enterprise plans is 12 months, with a notice period of 3 months after that.
Is there a self-hosted or "on-prem" version?
Yes, you can host Invessed on your own Cloud accounts or "on premise" servers. This option is only available in the Enterprise plan, as it requires custom licensing and support arrangements.
The question is not how much it costs to build a Client Portal. It's how much it costs not to.
European Investment Manager, £6Bn AuM
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