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Legacy client portals are holding you back

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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

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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

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€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.

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With superior digital capabilities, what's stopping you?