InvestCloud X Elevates Wealth Management with Digital Enhancements

By Luke Bellos, Editor, TMCnet  |  November 02, 2021

Cloud-based financial technology developer InvestCloud has announced the launch of InvestCloud X, a new platform for wealth managers designed to improve client interactions and financial procedures from anywhere.

InvestCloud’s team of developers have created three new platforms under one umbrella to support wealth managers and their customers. First, a digital communications platform to create stronger client/customer relationships, as well as to keep investors engaged in their investment activity. Second, a digital planning platform that helps advisors and their customers actively plan out strategies with customizable features. And third, a digital shopping platform that allows advisors to simplify their product research and better understand investment options.

"Combining three products into one is a game-changer.” commented InvestCloud Co-founder and CEO John Wise (News - Alert). “The ability to work on plans at different age and wealth moments, then immediately select financial products to achieve these plans, and then monitor, report and communicate in one platform and product is a game-changer."

Now that remote and hybrid work has essentially become the standard across the global economy, the finance sector is adapting to this new era by providing customers with comparable support that one would expect in the real world. To make this feasible, businesses are turning to companies like InvestCloud to support their activity with advanced digital tools that can be accessed from anywhere.

"This is our game-changer. Insights and due diligence are digitized and seamless within the Financial Supermarket. As with all things InvestCloud X, this product information is effortlessly shareable via the Digital Communication platform, and executable via the Digital Planning platform."




Edited by Maurice Nagle