HQ Address

83 Bicester Road, Long Crendon, HP18 9EE, United Kingdom

Website Address

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Seamless client experiences

Invessed helps Wealth and Asset managers get closer to their clients, with data-enabled Portals and Apps

Invessed is a wealth platform solution provider, accelerating the development of custom wealth and asset management client portals, websites and mobile apps.

  • Engage clients, increase AuM and improve retention.
  • Use built-in data management and interactive reports to engage professional investors
  • Connect to any CRM, portfolio or fund management system
  • Active protection for your clients’ data
  • Enable advisors and client service teams with unprecedented insights on client behaviour
  • Engage new audiences with interactive charting and fund factsheet libraries

Invessed Solutions

Invessed Client Portals

Meet client demand for secure portfolio access Personalise your customer experience Empower your advisors and clients Foster loyalty, with always-on access that keeps clients engaged with your brand Encourage referrals through the Client Portal, the tangible part of your value proposition Use the Invessed wealth platform to deliver secure Client Portals, lead-generation websites and apps. Invessed......

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Invessed Experience

Use Invessed to build secure portals and lead-generation websites. Experiences are designed to specification, for browser or mobile app platforms. Wide range of out-of-the-box features, including portfolio reporting, fund tools, document libraries, message centre and investment commentary. Safeguard client data with two-factor authentication, web application firewall and the security provisions afforded by......

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