Empowering Investment Decisions with Invessed
Clients want an enhanced customer experience (CX) with a user-friendly interface that provides a consolidated overview of an investment portfolio.
Invessed helps clients understand their investments, measure their attitude to risk, and make informed decisions. Accessible on multiple devices, it enables tracking investments anytime, anywhere, and on the go. Personalised notifications keep clients updated, while support features quickly address queries.
These features have made Invessed a valuable tool for wealth managers, advisors, or investors, as evidenced by our work with Momentum.