For Invessence users, download our app to access and manage your accounts and investments. Our app provides a dynamic user experience for both the advisor and investor by simplifying the entire investing process into a streamlined online solution.
With this app you can now:
- View account balances
- Holdings and performance
- Easily access both the Advisor Center and Client Portal
ADVISOR PORTAL
- Track and monitor all client activity.
- Comprehensive advisory platform
- Lead generation alerts
- Record-keeping
- Control user access
CLIENT PORTAL
- Create a personalized investment portfolio in a matter of minutes.
- Personalized risk assessment
- Account management
- Goal based tracking
IMPORTANT NOTICE:
The app is available to all clients who have online access to Invessences website.Some of the features and services available online are not available within this app. Please visit the website to access all functionality.