Invessed

🎯We’re thrilled to share a new blog post by our Client Solutions Executive, Polina Gulei: Custodian vs custom client portals: which is right for your investment firm? While custodian portals handle the basics, they often fall short in flexibility, scalability, and delivering a truly client-first experience. Invessed takes it further with fully customisable solutions that integrate data from multiple sources, create personalised client experiences, and empower firms to scale. This isn't just about technology—it's about giving investment managers the tools they need to maintain independence and exceed client expectations. 👉 https://lnkd.in/d_JXu6eN #InvestmentManagement #ClientPortals #Innovation #FinTech #Invessed

Do you still need to rely on outdated custodian portals for your investment management firm? It's time for a wake-up call. While custodian portals serve basic needs, they hold back your firm's growth and client experience. Wealth management demands more. • Full white-labelling • Multi-custodian integration • Advanced analytics • Custom reporting • Future-proof technology Ready to transform your client experience and future-proof your firm? Learn how Invessed can help you break free from custodian portal limitations. #WealthManagement #FinTech #InvestmentManagement #FinancialSoftware #ClientExperience #DigitalTransformation #AppDevelopment

🚀 Just a few weeks ago, our CEO, Theo Paraskevopoulos, CMO, Adam Weston, and Client Solutions Executive, Polina Gulei, had a productive and insightful meeting in Warsaw! 🤩 Exciting things are on the horizon as we continue to innovate and enhance our digital solutions for investment management. Stay tuned for more updates!✨ #Teamwork #Invessed #Innovation #ClientPortals #Apps #Websites #AssetManagement #WealthManagement #InvestmentManagement

Digging deeper into our annual survey, I can reveal that only 8% of millennials currently seek professional investment advice. What's driving this trend? #FinancialAdvice #Millennials #WealthManagement #FinancialEducation

Digging deeper into our annual survey, I can reveal that only 8% of millennials currently seek professional investment advice. What's driving this trend? #FinancialAdvice #Millennials #WealthManagement #FinancialEducation

Our latest Invessed Metabytes Newsletter is out now! In this edition, we're diving deep into: The Rise of Digital Wealth Management Millennial and Gen Z Investment Trends The Changing Face of Financial Literacy #FinancialInsights #WealthManagement #AssetManagement #FinTech

How are Millennials and Gen Z reshaping the investment landscape? How are these generations approaching wealth management differently? Here are some key takeaways: • They prioritise digital-first experiences and expect seamless tech integration • ESG investing is a major focus, with a strong emphasis on sustainability • They're more likely to seek financial advice from social media and online communities • Robo-advisors and AI-driven platforms are gaining popularity among these demographics As financial professionals, we adapt to meet these changing preferences. What strategies are you implementing to cater to younger investors? Read the full article here: https://lnkd.in/dKdfYC2V #WealthManagement #FinTech #ESGInvesting

📣 Only 2 hours left until our live webinar "Wealth Managers: Defining Wealth for a New Generation" lead by our CEO Theo Paraskevopoulos and CMO Adam Weston. Last chance to book your spot: https://lnkd.in/dBtUfy4U 🗓️ Date & Time: Thursday, September 26th at 11:00 AM BST! #FutureOfFinance #WealthManagement #Investing #FinancialEducation

📢 Just 2 days left until our #webinar for Wealth Managers, Advisors, Asset Managers, Investment Professionals, and anyone interested in the future of wealth management! Book your spot here:  https://lnkd.in/dBtUfy4U 🗓️ Date & Time: September 26th at 11:00 AM BST! #WealthManagement #FinancialLiteracy #InvestmentTrends #financialplanning #wealth #investing #wealthmindset #webinar

⏰ Only three days left! Our live webinar "Wealth Managers: Defining Wealth for a New Generation" is on September 26th at 11:00 am. 🔗Don't forget to register here: https://lnkd.in/dBtUfy4U Gain valuable insights into the financial mindset of younger generations. Don't miss this opportunity to enhance your wealth management strategies! #WealthManagement #FinancialPlanning #FinancialEducation #Investing