Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

HubSpot's customer relationship management (CRM) platform includes the necessary marketing, sales, service, and operations software to help your business grow. It allows businesses to store customer data, track interactions, and manage inbound marketing, sales, and customer service in a centralised system.

Dynamics 365 is a leading CRM and business application platform that connects your entire business. It has a proven record of delivering a 200%+ ROI over 3 years, including Sales and Marketing, Service, Finance, and Supply Chain Management.

DocuSign is a digital transaction management platform that eliminates manual paperwork by streamlining document workflows. It offers secure and legally binding electronic signatures, allowing users to sign and manage documents online. With DocuSign, businesses can speed up document processes, enhance collaboration, and ensure regulatory compliance.

Intelliflo is a Software as a Service (SaaS) platform that provides advisors and wealth management firms with access to financial advice. Intelliflo's technology helps streamline operations by managing workflows, addressing consumer and regulatory requirements, and facilitating the entire advice process to promote growth in the financial services industry.

Xplan is a financial planning and wealth management software designed for advisers. It allows firms to store and manage client data, analyse risk, and perform market research. Unlike generic CRM systems, Iress Xplan is specifically designed for wealth management and financial advice, offering unparalleled functionality in a single platform.

Salesforce is a cloud-based CRM software designed to help businesses find more prospects, manage customer relationships, and close more deals. With Salesforce, businesses can store and organise customer data, track sales opportunities, automate workflows, and analyse customer interactions. The platform is highly customisable and adaptable to different industries. One of its key features is Customer 360, which enables teams to have a shared view of customer information and build stronger relationships.

FE fundinfo is a platform that provides fund data, research, and analytics for investors and financial advisors. It offers real-time updates on prices, NAVs, and financial data. FE fundinfo also provides advanced reporting and customised reports to analyse investment strategies. The integration of Invessed with FE fundinfo combines both platforms to deliver a comprehensive investment solution.

Xero is an accounting software that provides a cloud-based platform for managing financial data, invoicing, and financial reporting. It is designed to simplify financial management processes and improve accuracy by automating tasks and providing real-time synchronisation with other applications.

Morningstar is a leading provider of independent investment research and data. They offer a wide range of financial information, including fund and stock analysis, ratings, performance metrics, risk analysis, and portfolio management tools. Morningstar's comprehensive database and expertise enable investors to make more informed decisions and manage their investments effectively.

Nexus from Pershing is a comprehensive wealth management platform that powers our middle and back office systems. It offers a wide range of investment products and services, including custody, trading, and clearing services. With their extensive resources and expertise, Pershing enables financial advisors and their clients to efficiently manage their investment portfolios and access real-time market data.

LSEG is a global financial markets infrastructure and data provider that offers trading services, market data, and technology solutions to a wide range of clients, including investors, traders, and issuers. It is recognized for its strong market infrastructure and deep liquidity, ensuring efficient and reliable trading.

FIS, also known as FIS Global, is a leading provider of financial technology platforms and services. They offer a wide range of solutions to help financial institutions streamline their operations and enhance their technology infrastructure. With their expertise in financial technology, FIS plays a key role in the integration with Invessed to provide a comprehensive solution for financial institutions.

Why Invessed? | Invessed Digital Experience Platform

Secure apps and portals for client engagement

The Wealth Management Technology Market faces regulatory complexities, data management, and integration issues. Invessed addresses these challenges through its flexible platform and focus on scalable solutions.

Invessed is a secure client portal and app with comprehensive wealth reporting capabilities. It offers a cloud-native platform for wealth and asset managers.

Major trends in Wealth Management include adopting analytics and intelligence tools, integrating multi-channel customer experiences, data security, and privacy. Invessed leads these trends with powerful analytics, secure apps, client portals, and wealth reporting features.

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Empower advisers with an innovative wealth platform

Powerful Investment Reporting Capabilities

Invessed transforms investment data into actionable insights, providing powerful investment reporting capabilities. This feature assists in making informed investment decisions and optimising portfolio performance.

Secure Client Portals and File Exchanges

Invessed provides secure client portals and file exchanges using document libraries and data rooms. This security feature boosts client trust and confidentiality, particularly when handling sensitive financial information.

Scalable and Cloud-Native Solutions

Invessed provides scalable and cloud-native solutions for client portal management, offering immediate scalability to accommodate growing demand. This adaptability ensures asset and wealth managers can efficiently adjust to evolving business needs.

Comprehensive Wealth Engagement Platform

Invessed provides a comprehensive wealth engagement platform for asset and wealth managers. It offers client onboarding, risk profiling, and portfolio reporting through branded apps and client portals. This integrated approach improves efficiency and simplifies the wealth management process.

Investment reporting on over €200Bn combined AuM

Client engagement for investment and wealth management

Mobile Apps

The Invessed mobile app offers on-the-go access to investment reports, client data, and portfolio management tools.

Direct Sales

Invessed delivers direct sales channels, including personalised consultations and client meetings, to build relationships and better understand client needs.

Web Platforms

Wealth Engagement Platforms like Invessed are the most common channel for transactions in the wealth management industry, providing convenient access to wealth management tools and services.

Brand loyalty trends in wealth management

Brand loyalty trends in the wealth management industry show clients value platforms that consistently provide personalised experiences, advanced analytics, and secure client interactions.
Building trust through reliable services, innovative solutions, and exceptional client support fosters long-term loyalty.
Personalised services, including tailored client onboarding and investment reporting, influence clients by providing customised solutions that meet their needs and preferences.
Strong data security measures and robust privacy policies ensure the confidentiality of their financial information.
Integrating innovative technology like biometric authentication and interactive visualizations demonstrates technological advancement. This can influence a client's decision when choosing a wealth manager.

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Who can benefit from Invessed?

Asset and Wealth Managers

Establish your secure client portal and mobile app with Invessed. This is a complete client engagement and fund reporting platform for Asset and Wealth Managers. We have everything prepared for a quick market entry, including seamless account opening, investment reporting, KYC/AML compliance, and a customisable white-label front end.

Professional and B2B Services

Develop your secure client portal and mobile application for professional services using Invessed, a comprehensive client engagement and reporting platform. Eliminate technological bottlenecks and obsolete procedures. The Invessed platform transforms businesses burdened with monolithic architectures and legacy tech stacks. Swap manual processes for efficient solutions to enhance operations and give customers a reimagined product experience.

FinTech and Software vendors

Create your secure FinTech client portal and mobile app with Invessed, which is the complete client engagement platform. Strengthen client relationships through fully branded, interactive, and secure client portals and apps. Improve customer loyalty and delight clients by providing access to their content on any device.

Problems that Invessed solves

High barriers to entry

Setting up client portals and apps can be expensive and complicated. But our platform makes this easy and affordable.

Lack of scalability

As your business expands, scalability and innovation become crucial. Invessed is built for scalability, allowing your business to broaden its services without technology limitations.

Long development cycles

Building apps and client portals from scratch can be time-consuming. However, with the modular design of our solutions, you can bypass years of development. Invessed streamlines this process, enabling your business to enter the market quickly.

High maintenance costs

Maintaining a system to ensure it remains current and operates smoothly can be costly. Invessed offers fair and transparent pricing at a fixed cost.

Complex integrations

Integrating with other financial systems and services can be challenging. However, with Invessed, the process becomes simpler. Our experience in integrating with many leading platforms saves you valuable development time.

Inconsistent brand identity

Diverse brand identities across products or services can weaken brand loyalty. To combat this, Invessed apps and client portals maintain brand integrity with customisable front-ends.

Poor product support

Poor product support can negatively affect customer loyalty and a brand's reputation, potentially losing clients. Invessed simplifies communication, effectively handles support tickets, and promptly addresses concerns.

Rigid solutions

Many off-the-shelf SaaS products need more flexibility and customization options. In contrast, Invessed allows for product customisation according to specific business needs.

How clients use Invessed

Enhance customer experience

Empowering investment decisions with Invessed.

Seamlessly onboard clients

Efficient and regulatory-compliant client onboarding process.

Improve client security

Securing client communication and document sharing with Invessed.

Integrate with existing tools

Enhancing operational efficiency with API integration.

Consolidate views for diverse client types

Consolidating client data across departments.

Advance client analytics

Improving service through advanced client analytics

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Learn how our platform can transform your business.

Why Invessed?

Empower Asset and Wealth Managers with innovative wealth engagement solutions