About
InveWealth empowers banks and wealth managers to deliver exceptional services to clients of all types. Our intuitive platform streamlines operations and enables personalized wealth management, regardless of your institution’s size or complexity.
1
Client Relationship Management: Tools to manage and enhance client relationships.
2
Investment Planning: Advanced planning tools for personalized investment strategies.
3
Advisory Services: Supports advisory services with robust analytical tools.
4
Client Portal: Provides clients with a portal to view their investments and reports.
5
Goal Tracking: Helps clients set and track financial goals.
6
Secure Communication: Ensures secure communication between advisors and clients.
Modules &
Features
- Customer 360
- Sales & Prospect Management
- Customer Onboarding
- Cross-Sell & Up-Sell
- Next Best Action
- Marketing Campaigns
- Customer Journeys
- Contact Center
- Customer Insights
- Know Your Customer (KYC)
- Service Requests
- Complaints & Inquiries
- Wealth Client Portal
- Wealth Client Mobile App
