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Your basic starter option: a great value client portal for new or smaller companies and niche managers. 

  • Mobile-friendly web portal
  • Component library
  • Simple branding
  • Shared Cloud hosting
  • Simple data feeds
  • 5 Advisors or Admins
  • 500 Client accounts
  • Quarterly updates
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The most common option - a fully-featured client portal for established or scaling companies.

  • Web portal + mobile app
  • Custom components
  • Fully branded
  • Dedicated Cloud hosting
  • Advanced data feeds
  • 20 Advisors or Admins
  • 2000 Client accounts
  • Support SLA
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No limits innovation: completely bespoke client portal development for large investment and fintech brands.

  • Website and Mobile app
  • Custom components
  • Unique experience
  • Custom Cloud and Security
  • Custom data feeds
  • Unlimited Advisors or Admins
  • Unlimited Client accounts
  • Full support SLA
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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

Invessed wealth apps

Frequently asked

Who will do the implementation?

Under the guidance of our consultants, our dedicated team of designers and developers will implement the solution and connect it to your data sources.

What is included? Most importantly: what is not?

All plans include hosting, support all licenses and upgrades for as long as the subscription is active. You can expect no other monthly charges.

What are your invoicing and payment terms?

Subscription fees are invoiced monthly, in advance, starting from when we provision Cloud resources. Payment is expected 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 have smaller or larger number of internal or external users.

How much will the implementation project cost?

Our fees are charged at a blended rate of €900/day for all custom creative or development 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?

Minimum engagement period is 6 months for Essentials and Professional plans, and 12 months for Business and Enterprise. Afterwards, you can cancel with 3 months' notice.

Can I host it on our own Cloud resources?

It is technically possible to host Invessed on your own Cloud. However, this has a wider impact on Support and T&Cs, so this option is only available in the Enterprise plan.