AdvisorCustom

The Perfect Fit

Invessence offers a full range of technology and investment configuration options for firms interested in customizing their solution.

Dynamic User Experience

AdvisorCustom allows you to create a user experience exactly the way you want it. Different personal and financial factors will affect how your clients interact with the technology. We take the time to understand your target audience to create a platform that works best for these clients. Our process helps identify these factors and provides a guide for designing a platform that delivers a truly customized user experience.

Our Clients

Asset Managers

Incorporate your own investment strategies into our platform and offer them directly to advisors or retail clients.

Advisory Firms

Ability to offer different investment strategies to different types of clients. Automate investment, operation and compliance processes so you can spend more time servicing your clients.

Broker-Dealers

Build a next-generation platform to attract new advisors and improve business operations.

Maintain Client Relationships

Our ultimate goal is to help our clients grow their business. As a partner, we do not take ownership of your client relationships and are agnostic to third-party service providers including custodians.

Unique Features

Customization

To create a unique solution we can personalize the client and advisor experience.

Invessence can incorporate your own investment models across asset classes and security types.