Client portals for Professional and B2B Services

Client portals for browser, Apple and Google app stores
Invessed client portals for Professional and B2B services

Build your secure client portal and mobile app for Professional services with Invessed, the complete client engagement and reporting platform.

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Client logos for Asset and Wealth Managers working with Invessed

Fully-featured B2B portals

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Service delivery

Central delivery hub for Legal, Accountancy and Consultancy services and documentation.

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Projects and Jobs

Start and coordinate projects and jobs efficiently, using data forms, tasks, data rooms and messages. 

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Client onboarding

Streamline onboarding, with fact-finder forms, account verifications and profiling tools.

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Client service

Engage your clients with document libraries, invoices,  agreements and self-service account tools.

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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. 

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Delightful client experiences
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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. 

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Build faster with access to over 200 APIs for popular applications

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Resources, insights and case studies

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Apollonian case study

We built an innovative Valuation portal for Apollonian, a fintech Advisory for startups.  

Apollonian
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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.

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

London-based Wealth Manager, £4Bn AuM

 

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