A complete solution for fund marketing.
As markets fluctuate you can improve your customer experience and deliver better results, whilst keeping on the good side of regulatory compliance.
With interactive charting, document libraries, and personalised portfolios, Invessed is a complete toolkit for financial advisors or direct to investors.
Reach new audiences
Drive your sales funnel by capturing incoming leads with a secure Prospect Portal.
Convince prospects with a branded Client Portal that showcases your team and track record.
Open younger, more diverse audiences that place a premium on ESG and digital services
No fuss compliance
Privacy by design: maintain a central repository of Client consent for GDPR and related regulation.
Capture consent at regular intervals or every time when Terms and Conditions change.
Keep an audit log of all consent given by clients, all the information accessed and downloaded.
Achieve more with less
Service a larger pool of clients without expanding the team or compromising quality.
Save up on compliance costs by centralising and streamlining consent management.
Dramatically lower Total Cost of Ownership (TCO) through a SaaS Client Portal.