The Facts Are Undeniable
💡 62% of investors would consider switching to a different wealth management firm if it offered superior digital capabilities, including real-time portfolio monitoring.
Source: Capgemini study
What can be done?
1. Ditch the Legacy Tech
Foster deeper client engagement and position your firm at the forefront of tech innovation.
2. Smash Fintech and Robo-Advisors
Stand out from fintech rivals, showcase your unique value, and foster unwavering client loyalty.
3. Break the Data Silos
Break down data silos for a unified client view and efficient decision-making.
The Invessed Advantage
Advanced Analytics
Leverage sophisticated data analytics and AI-driven insights for informed decision-making.
Comprehensive Reporting
Transform complex financial data into actionable insights with powerful investment reporting tools.
Enhanced Client Engagement
Improve client relationships with personalised communication and services.
Scalability
Our cloud-native platform grows with your business, supporting your expansion goals.
Security and Compliance
Robust encryption protocols and multi-factor authentication protect sensitive client data.
Switch to Invessed
Invessed offers a complete, secure, and flexible platform that helps asset and wealth managers improve client relationships, work more efficiently, and stay ahead of competitors.
Proven track record
€200+ Billion AuM
Invessed handles investment reporting for over €200 billion in combined Assets under Management.
Trusted by Industry Leaders
Leading asset and wealth managers worldwide utilise our platform.
