Real-time portfolio access via branded client portals and mobile apps.
Advanced analytics and interactive investment reporting for actionable insights.
Integration experience with over 200 CRM and financial platforms.
Robust security with cloud-native infrastructure and biometric authentication.
Simplify complexity, enhance client relationships
We understand the challenges investment managers face:
- Data fragmentation across multiple platforms
- Regulatory compliance burdens
- Rising client expectations for transparency and personalisation
Invessed consolidates all key functions into a single, intuitive platform, enabling efficient management, ensuring compliance, and enhancing client satisfaction.
Comprehensive features for investment managers
Investment reporting, client reports and valuations
Investment advice, risk profiling and projections
Data integrations and API connectivity
Investment analytics and client intelligence
Interactive fund factsheets and fund reporting
Multi-channel experience, from web to mobile
Client onboarding software
Cloud-native secure portals and platforms
Trusted by global investment managers
Invessed has transformed how we manage portfolios, saving us hours every week.
London-based Wealth Manager, £4Bn AuM