Support Centre

Investence does not offer investment advice. We provide software tools and financial research to financial advisors and local banks.

Last general update: February 10, 2021

Investence is 100% rebrandable digital advisor to reflect your brand. Just add your logo, choose a preferred custodian, and you are up and running within days. Use one of preset color themes or create your own, add new languages or implement your most creative ideas with the help of our professional development team. Investence is built to help you and your clients and the client experience can be branded to make it all about your firm. This includes the client onboarding process, content creation, communications, portfolio valuation statements, etc.

Last general update: February 10, 2021

We are a global company and our white label and customizable tools are available to non-UK customers.

Last general update: February 10, 2021

Investence is a Device Neutral Web Application. You and your clients can access your white label solution from anywhere in the world online. Based on HTML5 technology the responsive design of Investence runs within any web browser - mobile or desktop. Unique web application eases up the maintenance of your white label solution, speeds up the delivery of new functionality and releases, creates smooth and consistent user experience across all platforms and devices.

Last general update: February 10, 2021

No, the relationship management at all times would be yours and the client will not be prospected by Investence.

Last general update: February 03, 2021

We transferred our knowledge of many years to Investence, so that you can leverage our FinTech expertise. Focus on client acquisition and creating unique digital advice offering while, Investence delivers an all-inclusive technology to run a digital advice firm.

Last general update: February 03, 2021

Our unique pricing models scale with your business. Ideal plan for startups to launch and prove the concept fast and on a budget. Clients's success equals our success, so we grow together with our clients. We offer all-inclusive pay-per-use pricing with monthly license payments for our tools.

Last general update: February 10, 2021

Investence uses 256-bit SSL encryption to protect your identity and personal information. This process covered everything we do such as browser encryption, secure servers, and identity verification, amongst others. Please review our privacy policy to learn more.

Last general update: February 10, 2021

The only check we do is an identity verification check as required by the regulation. We do not conduct credit assessment on your clients, or any other activity that could impact their credit rating or score. Please contact us at Please enable JavaScript if you have any additional question.

Last general update: February 10, 2021

We are a research firm and a software house. Investence doesn't act as the custodian of clients’ assets.

Last general update: February 10, 2021