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One Main Street, Suite 202, Chatham, NJ, 07928, United States

Website Address

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Digital wealth management technology for asset managers, broker-dealers and advisors

Built to be flexible

Invessence provides digital wealth management technology that enables asset managers, broker-dealers, and advisors to deliver their investment solutions at scale. Our flexible technology provides a dynamic user experience for both the advisor and investor by simplifying the entire investing process into a streamlined online solution.

A full range of options lets you configure the types of recommended securities, portfolio strategy and even the client questionnaire.

invessence Solutions


Dynamic user experience. AdvisorCustom allows you to create a user experience exactly the way you want it. Different personal and financial factors will affect how your clients interact with the technology. We take the time to understand your target audience to create a platform that works best for these clients. Our......

business needs
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Our technology automates the wealth management process into a cost-effective online solution. It simplifies the entire investing process – client on-boarding, record-keeping, portfolio construction and rebalancing – into a streamlined end-to-end solution....

business needs
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