Invessed
HQ Address
83 Bicester Road, Long Crendon, Buckinghamshire, HP18 9EE, United Kingdom
Website Address
Business introduction
Client portals and apps to engage and delight
Invessed is the complete client engagement and reporting platform. Build secure web portals and mobile apps for your clients, partners and investors
Experience matters - perhaps more than returns
The customer experience revolution is rippling through the investment management industry. Investors demand nothing less than always-on portals and apps as standard. In our digital-first world, CX matters perhaps more than investment returns.
The Invessed team of digital specialists posess a deep knowledge of the investment sector. We foresaw the CX revolution, and designed Invessed to help investment brands meet the challenges of the digital-first world.
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......
business needs
view solutionInvessed 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......
business needs
- Digital Platforms & Tools
- Proposition Design, Development & Delivery
- Software Development & Management
