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INVESSED

One platform for your portal, app and website

 

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CUSTOM SOLUTIONS

Custom solutions for your portal, app or website

 

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Invessed Pricing Plans

Launch

Great value client portal for new or smaller and niche managers.
Modules
  • Account reporting
  • Funds and Model portfolios
  • Scenario planning
  • Documents Library
Apps
  • Responsive web portal
  • Branded theme
  • App environment, single domain
Administration
  • Client management console
  • Data uploader
  • 2 advisor seats
  • 500 clients included
  • £1.30 per additional client
Support & SLA
  • Email support
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Scale

Fully-featured client portal for established or scaling companies.
Modules
  • Account reporting
  • Funds and Model portfolios
  • Scenario planning
  • Documents Library
  • Support centre 
  • Risk profiling
  • Product recommendations
  • Custom holdings
Apps
  • Responsive web portal
  • Branded theme
  • Custom authentication UI
  • Own domains
  • Four App environments
Administration
  • Client management console
  • Data uploader
  • API connectivity
  • Webhooks
  • Audit logs
  • 20 advisor seats
  • 1000 clients included
  • £1.20 per additional client
Support & SLA
  • Email support
  • Implementation services
  • Account manager
  • SLA response 24h
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Enterprise

Bespoke client portal for large asset managers and fintech brands.
Modules
  • Account reporting
  • Funds and Model portfolios
  • Scenario planning
  • Documents Library
  • Support centre
  • Risk profiling
  • Product recommendations
  • Custom holdings
  • Client Lifecycle
  • Bespoke modules
Apps
  • Responsive web portal
  • Branded theme
  • Custom authentication UI
  • Own domains
  • Native mobile app
  • Unlimited App environments
Administration
  • Client management
  • Data uploader
  • API connectivity
  • Webhooks
  • Audit logs
  • Single Customer View
  • Portal analytics
  • Unlimited advisor seats
  • 2000 included
  • £1.10 per additional client
Support & SLA
  • Email support
  • Implementation services
  • Account manager
  • SLA response 2h
  • Segregated Cloud resources
Request pricing

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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