Invessed

HQ Address

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

Website Address

www.invessed.com

Relevant Regions

Connect with Invessed
Business introduction

Performance attracts assets - service retains them. Invessed delivers investor portals, apps and analytics for wealth and asset managers. Using our cloud platform, wealth managers can scale up their existing teams and maintain proximity to their clients

The platform delivers the full customer experience suite in an integrated package: security and two-factor authentication; web and mobile apps; performance and valuation data; document libraries; messaging system; CRM, SharePoint and Outlook integrations

Invessed is a technology platform which accelerates the development of custom wealth and asset management websites, portals and apps. Built using the latest cloud technologies, our architecture prioritises security, flexibility and investor-centric design. 

The platform offers three broad areas of functionality: (a) engaging investor portals for web and mobile; (b) Cloud command centre, including security controls, CRM and email integrations; and (c) Analytics dashboard giving advisors and client service teams unprecedented insights on client behaviour.

Invessed is developed by GrowCreate, a strategic CMS and cloud implementation specialist. From our offices in Cologne and Oxford, our dedicated team implements and supports the solution for clients across Europe.

An introduction to Invessed

Client Engagement & Management, Digital Platforms & Tools

26/03/2020

Welcome to our first video interview with UK-headquartered Invessed and the firm's CEO, Theo Paraskevopoulos, who provides us with an overview of the business, including: A brief introduction to Invessed The background to the......

Invessed: The use cases and development focus of the solution offering

Client Engagement & Management, Digital Platforms & Tools

23/04/2020

Invessed: The strengths and benefits of the solution offering and why was it built in that way

Client Engagement & Management, Digital Platforms & Tools

16/04/2020

An introduction to the Invessed solution offering

Client Engagement & Management, Digital Platforms & Tools

09/04/2020

Invessed’s client base and value proposition to the market

Client Engagement & Management, Digital Platforms & Tools

02/04/2020

Customers

Our clients are top-tier financial institutions across Europe. Their common ambition is to provide excellent customer experience, innovation and security. Working across the sector, our list includes wealth managers like London & Capital and AFH Wealth; fund managers like Rivertree and Ethenea; institutional specialists like Prosperity Capital and IPM; and private banks like Luxembourg-based KBL ePB.

Partners

Flexible, data-agnostic and secure by design, Invessed integrates a number of technologies and systems. Our partners include technology vendors like Microsoft Azure, Episerver and Umbraco CMS; CRM and data providers like FolioMetrics, Anevis Solutions, Dynamics 365 and SalesForce.

Key Data

Year founded
2012
employees
11-50
offices
2
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Family Offices
  • Financial Advisors

Invessed Solutions

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......

business needs
Client type
client geography presence
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Invessed Analytics

Get a full picture of investor behaviour, by combining web and mobile analytics with investment performance, asset class exposure and CRM data. Visualise investor journeys on an embedded dashboard, drilling down to individual action. Stay informed with notifications on significant movements.  Deliver innovation for your organisation. Get Insights from hidden patterns in......

business needs
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Invessed Cloud Console

Connect investor apps to any CRM, portfolio or fund management system. Automate on-boarding and other processes with custom form modules.  Let your team manage client access and content using an intuitive toolkit. Reach global audience with multiple languages and region-specific compliance features. Scale up your team’s capacity with a collaborative environment, approval......

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