Client portals for Fintech and Software vendors

Client portals for browser, Apple and Google app stores
Invessed client portals for Fintech and Software vendors

Build your secure Fintech and Software portal and app with Invessed, the complete client engagement platform.

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Client logos for Asset and Wealth Managers working with Invessed

Delightful experience, on web and mobile

Build customer loyalty with fully branded, interactive, speedy and responsive client portals and apps. Delight clients by giving them access to their content at a time, place and device of their choosing. 


Delightful client experiences
Productivity features

Understand and Support your Clients

Empower your team to manage clients, comms and content in an intuitive admin console. Connect data and run workflows from multiple systems and create the complete client profile on a single location. 


Fully-featured Fintech and Software portals

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Client reporting

Interactive reporting for investment performance, asset allocation, holdings and transactions.

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Financial projections

Allow your clients to run investment projections, based on contributions, portfolio growth and inflation. 

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Client onboarding

Client onboarding and lifecycle management software with KYC/AML verifications and risk profiling tools

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Cloud and security

Scale and secure your client portal, with a Cloud-native solution.


Build faster with access to over 200 APIs for popular applications

Microsoft Dynamics logo
FE fundinfo logo
HubSpot logo
MorningStar logo
Docusign logo
Refinitiv logo
Intelliflo logo
Pershing logo
Iress logo
Salesforce logo
FiS logo
Xero logo

Resources, insights and case studies

Apollonian Card

Apollonian case study

We built an innovative Valuation portal for Apollonian, a fintech Advisory for startups.  

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Iress Xplan Integration

Use Invessed to build the perfect Client Portal for Iress Xplan CRM with our ready-made integration.

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Guide to investment reporting

Understanding investment reporting. A comprehensive guide for investors that want to stay in control.


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

London-based Wealth Manager, £4Bn AuM


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