Your client engagement strategy, delivered.

Teaser Donut Chart

Secure wealth apps and client portals

A comprehensive client engagement and fund reporting platform designed for Wealth and Asset Managers.

Wealth and Asset Managers
Teaser Bar Chart

Complete wealth engagement and reporting software

Personalised rich experiences for your business clients, integrated with your CRM and accountancy tools.

Professional and B2B services
Teaser Line Chart

Secure wealth management platform and app

Bring your API solution to life with client dashboards, workflows, and interactive visualisations.

Fintech and software vendors

Investment reporting on over €200Bn combined AuM

Iolcus Investments Logo White
FE Fundinfo Logo White
Momentum Logo White (1)
Quintet Private Bank Logo
Bowmore Logo
Apex White

The portal is something you can touch and feel – a truly powerful experience.

London-based Wealth Manager, £4Bn AuM

Background Shapes Left Crop

Schedule a demo for the Invessed Wealth Engagement Platform

Learn how our platform can transform your business.