FUND MANAGEMENT portal software
Fund marketers can engage reach and engage new audiences.
As markets fluctuate you can improve your customer experience and deliver better results, whilst keeping on the good side of regulatory compliance.
With interactive charting, document libraries and personalised portfolios, Invessed is a complete toolkit for financial advisors or direct to investors.
Client engagement
Engage clients, encourage loyalty and referrals
- Meet client demand for secure portfolio access, on desktop to mobile
- 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
Prospecting and sales enablement
Reach new audiences and drive your sales funnel
- Drive your sales funnel by capturing incoming leads with a secure Prospect Portal
- Convince prospects with a branded Client Portal that showcases your team and track record
- Open younger, more diverse audiences that place a premium on ESG and digital services
Key features for wealth managers
Mobile-first experience
Responsive website
Client Portal web experience optimised for laptop, tablet, or smartphone. Layout adapts to screen size, performance optimised for mobile networks.
Native mobile app
Native iOS and Android app installable from Apple and Google app stores, and featuring biometrics such as Face ID and fingerprint recognition.
Customised to match your brand
Start quickly with our built-in themes or ask us to match your brand guidelines. Each chart, table and label can be customised for a unique user interface.
Financial reporting
Animated charting engine
Communicate financial and investment data with bright and engaging visualisations. From time series to heatmaps, a complete charting library.
Interactive controls
Allow Clients to interact with the data using interactive controls such as time spans and filters. Intuitive controls to search, filter and sort tables.
Multiple report formats
Interactive client reports in native HTML5, accessible with navigation controls. Data is exportable for Excel, PowerPoint or scalable, optimised PDF.
Secure access
Secure login with 2FA
Users can authenticate via email or using Google, Microsoft, and Apple accounts. Support for strong password and multi-factor authentication via SMS.
Account registration
New account creation directly by users, following best-practice password security protocols. Email addresses and mobile numbers verification.
Profile management
Clients are encouraged to complete their profiles and manage their accounts and reset passwords as needed.