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.

Watch a video Schedule a demo

Client logos for Asset and Wealth Managers working with Invessed
FOR YOUR CLIENTS

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. 

More

Delightful client experiences
Productivity features
FOR YOUR TEAM

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. 

More

Fully-featured Fintech and Software portals

Icon Chart

Client reporting

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

More
Icon Revenue Growth

Financial projections

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

More
Icon Client

Client onboarding

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

More
Icon Cloud

Cloud and security

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

More

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.  

Apollonian
Prosperity Card

Iress Xplan Integration

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

More
Iolcus Card

Guide to investment reporting

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

More

Quote icon

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

London-based Wealth Manager, £4Bn AuM

 

Get started