Client portals for Asset and Wealth Managers

Client portals for browser, Apple and Google app stores
Invessed client portals for asset and wealth managers

Build your secure wealth portal and mobile app with Invessed. It is a comprehensive client engagement and fund reporting platform designed for Asset and Wealth Managers.

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Client logos for Asset and Wealth Managers working with Invessed
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
Productivity features
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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FE fundinfo logo
HubSpot logo
MorningStar logo
Docusign logo
Refinitiv logo
Intelliflo logo
Pershing logo
Iress logo
Salesforce logo
FiS logo
Xero logo

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Insights and Case studies for Wealth and Asset Management

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Case study: Iolcus Investments

We built an innovative Wealth portal for Iolcus, a  forward-thinking wealth manager from Athens.

Iolcus
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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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