Trusted by global clients

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Invessed Wealth Engagement Platform on a mobile device

A delightful multi-channel wealth management technology

Build client relationships with fully branded, interactive, secure client portals and apps. Delight clients by giving them access to their content on any device.

Mobile and web access


Understand and support your clients

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


Invessed Portfolio Analytics

Connect with over 200 APIs for popular apps

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Go further

Insights and case studies for Asset and Wealth Management

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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.


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

London-based Wealth Manager, £4Bn AuM

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Schedule a demo for the Invessed Wealth Engagement Platform

Learn how our platform can transform your business.