Client Portals for asset managers committed to transparency.
Nowhere is transparency more important than in private and alternative investments. Invessed delivers Client Portals with built-in tools from onboarding to reporting, providing your clients with a clear view of their investments.
With our all-inclusive Client Portal technology, you can maintain proximity with your clients in a digital-first world.
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
Cloud-native data protection
Enjoy the full protection of Microsoft Azure and Google Cloud investment in security.
Protect your data with strong SSL/end-to-end encryption and two-factor authentication.
Independently penetration-tested on a regular basis, and accredited by ISO 27001 standard.
Simplify client onboarding with tick lists, flexible forms and secure document exchange.
Feed data directly to your CRM, trigger notifications to connect to your wider Ops.
Allow clients to self-manage their accounts, reach your advisors, place orders and requests.