Trusted by global clients

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Understand and support your clients

Empower your team to manage clients, communication channels, and content in an intuitive admin console. Connect data, run workflows from multiple systems, and create the complete client profile on a single location.


Invessed Portfolio Analytics
Invessed Wealth Engagement Platform on a mobile device

A delightful experience on the web and mobile

Build customer loyalty with fully branded client portals and apps. Delight clients by giving them access to their content at a time, place, and chosen device. 

Mobile and web access

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.


Connect with over 200 APIs for popular apps

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Go further

Insights and case studies for Asset and Wealth Management

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Apollonian case study

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

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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.


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

London-based Wealth Manager, £4Bn AuM

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Schedule a demo for the Invessed Wealth Engagement Platform

Learn how our platform can transform your business.