Wealth Management Technology<br />
Provider for Advisors

Wealth Management Technology
Provider for Advisors

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Are you a financial advisor?

To learn more about our configurable platform or schedule a demo, 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 provides digital wealth management technology that enables asset managers, broker-dealers, and advisors to deliver their investment solutions at scale. Our flexible technology provides a dynamic user experience for both the advisor and investor by simplifying the entire investing process into a streamlined online solution.


Built to be Flexible

A full range of options lets you configure the types of recommended securities, portfolio strategy and even the client questionnaire.

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Solutions to Fit Your Needs

Invessence offers a choice of products and services to meet you business requirements.

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News About Advisor Technology

Keep up with the ever-changing wealth management landscape.

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