Invessed Client Portals

HQ Address

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

Website Address

www.invessed.com

Connect with Invessed Client Portals
Business introduction

Client Portals for a digital-first world

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

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

Business Overview

Invessed is a technology platform that accelerates the development of custom wealth and asset management websites, client 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.

Customers

Our clients are top-tier financial institutions across Europe. Their common ambition is to provide excellent customer experience, innovation and security.

Partners

Flexible, data-agnostic, and secure by design, Invessed integrates a number of technologies and systems. Our partners include vendors like Microsoft Azure, Umbraco CMS, 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
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Invessed Client Portals 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 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
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