Invessed
Curated by SignalClient communication solutions enhancing interactions for wealth managers.
Overview
Invested is a fintech company that offers communication solutions designed for wealth managers. The platform includes features such as secure messaging, video conferencing, and collaborative financial planning tools, aimed at improving interactions between advisors and clients. It targets wealth and asset managers, as well as fintech vendors, providing services like interactive fund factsheets, mobile and web access, and analytics. The cloud-native platform is designed to integrate with existing systems, allowing for a tailored experience for users. Invested addresses the changing demands of customer experience in investment management, facilitating wealth managers in enhancing client relationships and responding to client needs.
Key facts
- Founded
- 2015
- Headquarters
- Haddenham, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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