Solution introduction
Invessed Client portals and fund reporting for wealth and asset managers
Engage investors with secure client portals, websites and apps
- 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 client portals provide a wide range of out-of-the-box features, including secure access, interactive fund factsheets, portfolio reporting, document libraries, message centre, investment commentary, marketing lead generation
- Connect your data and deploy on our optimised Cloud infrastructure
- A true agile powerhouse: from zero to MVP in 30 days
