Invessence Supercharges Digital Wealth Platform by Embedding JReport’s Powerful Business Intelligence Tool

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The enhanced analytics empowers financial advisors to make smarter investment decisions through data visualization and advanced reporting capabilities.

Digital wealth management technology provider Invessence announced that it has selected Jinfonet Software’s JReport product suite to deliver highly customizable business intelligence for its global advisory client base. Added to the Invessence comprehensive platform, the advanced analytics will offer highly interactive, visual dashboards enabling advisors to garner deeper insights from data to provide a more personalized service to their clients.

“Advisory firms are looking for ways to better understand their business and clients in real time,” said Jigar Vyas, CEO of Invessence. "Integrating JReport’s analytics and reporting software with our digital wealth management platform gives advisory firms greater insight into their client’s financial situation and provides a more proactive (not reactive) service model. It will act as an analytical dashboard for investors and also as a powerful business intelligence tool, offering performance reporting, risk analysis, geographical distributions and more for advisors,” he said.

With the embedded analytics, advisors will be able to further examine the meaning of their client’s data, check asset trends, and comparatively analyze various investment data points via the web or a mobile device. Based on the outcomes of the analysis, Invessence will be able to automate messages, alerts, reports or other actions that are more personalized to the individual investor and advisor.

For many advisory firms, a key differentiating factor of the Invessence platform is the flexibility of their technology and their ability to quickly create customized platforms specific for each client. “The highly customizable nature of JReport’s product suite complements our existing value proposition,” said Prashant Mehta, CTO of Invessence. He continued, “We have expanded our business globally, and the requirements of our clients in Asia are very different than here in the U.S. Our software needs to accommodate different system requirements, client types, and investment securities. JReport helps us deliver that of kind experience.”

“Real time business intelligence, reporting and dashboards are competitive advantages for advisors operating in mission critical environments. Invessence understands that the process must be quick, reliable and available within the context of the applications that advisors are already using,” said Dean Yao, Director of Marketing at Jinfonet Software. “By partnering with JReport, Invessence shows their commitment to bringing the best technology to their clients.”

About Invessence, Inc.:

Invessence provides digital wealth management technology (including robo advisory services) that enables asset managers, banks, broker-dealers, and advisors to deliver their investment solutions through a white labeled platform. The flexible technology provides a dynamic user experience for both the advisor and investor by simplifying the entire investing process – client on-boarding, portfolio construction, record keeping, and rebalancing – into a streamlined online solution. Recent product launches include, and Invessence provides services globally. For additional information, visit

About Jinfonet Software:

JReport from Jinfonet Software empowers companies to embed the most precise, high performance reports and dashboards into web applications. The embedded analytics platform provides developers and users with a scalable, fault tolerant solution that’s easy to customize and work seamlessly as part of their application on any platform, with any data source. Every day, JReport delivers insights for hundreds of thousands of users at over 10,000 OEM and enterprise installations worldwide. More information on Jinfonet Software and JReport is available at

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Christopher Lengle
since: 07/2013
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Invessence Inc.

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