InvestSense | Portal

Your tailored interface

A Managed Account structure allows us to make dynamic changes to the portfolios so investors can benefit from market movements and are protected from risk.

Our tailored portal allows you to look inside the portfolios in real time. Advisers can log into our tailored interface and explore the inner workings of the portfolios whenever it suits.

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Black and white image image of fluorescent light bulbs in a mirrored space lighting a route representing a customised interface.

Image image of fluorescent light bulbs in a mirrored space lighting a route representing a customised interface.

Accessible reporting

Be informed. Make better decisions.

Black and white image of people standing around a dot on the ground representing people only seeing the information relevant to them.

Image of people standing around a dot on the ground representing people only seeing the information relevant to them.

Only see the information relevant to you

The InvestSense portfolios are available on most major platforms. However, we understand that you only want to see the portfolios that are relevant to you. Contact our team to set up the portal the way you want it.

Insightful portfolio analysis

Our portfolios include direct equities, Exchange Traded Funds and active and passive managed funds. An in-depth analysis of the investments selected and a review of their performance is available in the portal.

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Image of a person viewing an investment analysis chart on their tablet representing in-depth portfolio analysis.

Black and White image of a Mailbox that illustrates the weekly reporting that the portal delivers.

Image of a Mailbox that illustrates the weekly reporting that the portal delivers.

Weekly market updates

Every week we provide an update on the markets and other industry news. We have a regular podcast and often showcase topical issues in a weekly video. Sign up today by completing the following form.

"The way the portal is configured to give me all that I need, in one place, saves me days of work and quite frankly offers my clients value that I’m not sure I could otherwise provide."

financial adviser

Interested in learning more about the portal?

We'd love to show you how we think the portal can help you. Contact our team for more information.

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Photo of a rowing team taken from the top to represent InvestSense' teamwork.

Platform availability

latest industry insights

Helping your clients assess the climate impact of their Portfolio

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

What is a fair way to compare funds?

How Can We Do Apple With Apples Comparisons For Industry Funds With Different Asset Allocations And Levels Of Illiquid Investment?

"What do I tell a client who wants to invest in Crypto?"

With 2021 bringing cryptocurrencies into the spotlight for both retail and institutional investors, is there a place for these currencies within client portfolio's?