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.

Watch a video Schedule a demo

Client logos for Asset and Wealth Managers working with Invessed

Fully-featured B2B portals

Teaser Donut Chart

Service delivery

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

Teaser Bar Chart

Projects and Jobs

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

Teaser Forum

Client onboarding

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

Teaser Line Chart

Client service

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


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. 


Delightful client experiences
Productivity features

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. 


Build faster with access to over 200 APIs for popular applications

Microsoft Dynamics logo
HubSpot logo
Xero logo
Iress logo
Salesforce logo
Docusign logo

Resources, insights and case studies

Apollonian Card

Apollonian case study

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

Prosperity Card

Iress Xplan Integration

Use Invessed to build the perfect Client Portal for Iress Xplan CRM with our ready-made integration.

Iolcus Card

Guide to investment reporting

Understanding investment reporting. A comprehensive guide for investors that want to stay in control.


Quote icon

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

London-based Wealth Manager, £4Bn AuM


Get started