WHY INVEST IN CLIENT PORTAL SOFTWARE
Institutional and professional investors were the first to move to digital-first. Are you ready?
Keeping your professional investors engaged is not an easy task. Your Client Portal uses built-in data management, interactive reports and streamlined on-boarding to facilitate the work of your analysts and stakeholders.
From prospecting, to onboarding to on-going reporting, Invessed will keep your clients engaged and build trust.
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
Connect with operations
Simplify onboarding and account management
- Simplify client onboarding with tick lists, flexible forms and secure document exchange
- Feed data directly to your CRM, trigger notifications to connect into your wider Ops
- Allow clients to self-manage their accounts, reach your advisors, place orders and requests
Data management
Flexible data schema that fits your plans
- Create seamless, complete service by combining CRM and investment data
- Ensure data is accurate with on-the-fly validation and exception notifications
- Bring Your Own Data (BYOD) policy, ensures flexibility and avoids vendor lock-in
Key features for institutional asset managers
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.
Document library
Secure document distribution
Distribute personal or gated documents such as factsheets, KIIDs, prospectuses or statements. Transmitted via secure stream without public URL.
Create Data rooms
Allow uploads for bi-directional document exchange and data rooms. Organised in folders, with optional links to on-boarding or web forms.
E-signature support
Streamline Agreement management and integrate providers such as DocuSign or Adobe integration to enable electronic signatures on the Portal.
InfoSec and Compliance
Consent management
Acceptance of policies, terms and conditions centrally recorded and timestamped. Consent renewal secured on a periodic or ad-hoc basis.
Cookies and GDPR
All cookies are documented and installed as per user settings. Data retained as per your policy and controlled or destroyed by admin action.
Data security
All data is end-to-end encrypted on transit and at rest using optimised SSL. Independent penetration testing conducted as per policies and requirements.