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

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

Our Technology in Action

Advisor Center

Investment Matrix

Client Portal

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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