Attract, Convert, and Manage New Client Assets<br />
Through a Digital Wealth Management Platform

Attract, Convert, and Manage New Client Assets
Through a Digital Wealth Management Platform

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Are you an asset manager, broker-dealer or advisor?

To learn more about our technology, contact us and a Product Specialist will reach out to you directly.

Invessence Inc.
One Main Street, Suite 202
Chatham, NJ 07928 USA

Phone:

+1 (201) 977-2704

Email:

info@invessence.com

Support:

support@invessence.com

Our Technology in Action

Invessence is an enterprise solution provider of automated digital wealth management and robo-advisor technology. Our digital platform enables banks, broker-dealers, and advisors to deliver their investment solutions through a white labeled online platform while maintaining control of the client relationship.


Built to be Flexible

A full range of configuration options lets you customize the portfolio recommendations, types of securities, and even the risk tolerance questionnaire.

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Solutions to Fit Your Needs

Invessence offers a choice of custom or turn-key products to meet your business requirements.

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News About Advisor Technology

Keep up with the ever-changing wealth management landscape.

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