InvestSense
Bespoke Software Development, Adviser Portal
Streamlining Managed Accounts with a Bespoke Adviser Portal
InvestSense specializes in diversified and ethically responsible managed account portfolios, serving financial advisers and their clients with innovative investment solutions.
We built a bespoke adviser portal for InvestSense, integrating advanced data analytics and intuitive interfaces to streamline portfolio management and elevate adviser-client engagement.