Legacy Wealthtech Sucks! Are you frustrated with your firm's outdated client portal software? You're not alone. Many #investmentmanagement firms face high maintenance costs, poor customer support, and security concerns with legacy systems. It's time to consider a modern solution like #Invessed. Our platform offers advanced features, seamless integration, and exceptional customer support. Make the switch today and experience a client portal that meets your needs. https://lnkd.in/dg-JaYD4 #investmentmanagement #wealthmanagement #fintech
GrowCreate
8mo
Why Investment Management firms should switch from legacy client portal software?
Helping FinTech PMs & Founders Build & Grow Products in a Brutally Competitive Market | Product Advisor | Sharing Insights on Customer Needs, AI, Leadership & Product
8moYou've got a fantastic proposition solving a very real painful impactful problem for many many of us!