Securing Client Communication and Simplifying Document Sharing with Invessed
Clients require a secure and convenient method for sharing documents and communicating with their advisors.
Invessed's cloud-native secure portal and mobile app include advanced features like the Messaging Centre for direct, secure two-way communication, the Document Library as a safe repository for critical documents, and the eSignatures feature for document authenticity and legality.
These features have proven successful in catering to the core needs of our clients, including companies like Bowmore Wealth Group.