Solution introduction

Engage investors with secure websites, portals and mobile apps

Build bespoke portals using a suite of customisable modules, including portfolio and fund data visualisations, documents library and message centre

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 Microsoft Azure Cloud.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.