CRM | Portfolio Management Tool | Document Management Tool | Investment Analytics Tool | Trading/Rebalancing Tool | Client Portal Tool | Risk Tolerance Assessment Tool | Client Data Gathering Tool | Artificial Intelligence | Robo Advisor | Account Aggregation
Advisor Go & Advisor Custom are Digital Wealth Management Technology for Asset Managers, Broker-Dealers and Advisors.
Salesforce, Redtail, MX Technologies, Yodlee, TD Ameritrade Institutional, Interactive Brokers, Gemini Fund Services, DocuSign
Price based on usage/customization
FREE TRIAL AVAILABLE?:
COMPANY ABOUT US:
Invessence is a business-to-business provider of automated technology (including robo-advisory services) that enables asset managers, broker-dealers and advisors to deliver their investment solutions through a white-labeled online platform. The technology can be customized to provide a full range of options for firms to configure the types of recommended securities, portfolio strategy and even user experience.
E-mail: [email protected]