Digital Wealth

Enhancing productivity and engagement with the most modern digital experiences for advisors and their clients.

Digital Wealth is a SaaS product suite comprised of many solutions for Clients and Advisors, accessible from a single platform.

Customer success story

“Working with InvestCloud we have built a digital ecosystem of service that increases the efficiency of advisors and offers customers a completely new world of engaging experiences.”

-VP Bank

Daily Logins

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Daily API Calls

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Advisors Using Financial Planning

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Industry-Leading Clients

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Digital Wealth Product Suite

Scale advisor productivity and elevate engagements across the wealth continuum.  

Global

Advisor Experience

Advisor Experience empowers financial advisors with a cutting-edge product that provides personalized, data-driven insights to forge stronger client relationships and drive exceptional outcomes.

 

 

 

Client Experience

Client Experience revolutionizes personal wealth management through a sophisticated yet user-friendly digital interface, empowering investors across the wealth continuum with clear, actionable insights and streamlined tools for an enhanced, confident approach to managing their financial future.

Client-led Planning

Client-led Planning fosters active client engagement, allowing advisors to respond effectively to specified needs. This scalable approach strengthens relationships, creating numerous opportunities for revenue growth in firms.

 

 

Prospect Experience

Prospect Experience enables firms to offer engaging financial tools that generate leads, gather data for personalization, facilitate smooth client transitions, and provide insights for future campaigns.

Goals-based Investing

Goals-based Investing provides a digital platform for intermediaries to handle client investments, enhancing asset growth at lower costs than traditional methods. It offers advisor-led and client-driven options.

North America

Advisor-led Planning

Advisor-led Planning empowers financial advisors with sophisticated, intuitive tools to craft personalized, comprehensive financial strategies, enhancing client engagement and driving successful outcomes.

Onboarding

Onboarding streamlines the client’s entry into wealth management with an efficient, seamless digital process, ensuring rapid, accurate account setup and a smooth transition to financial advisory services.

 

Self-directed Trading

Self-directed Trading  provides investors with the ability to trade across their broker’s digital properties. With integrations into major custodians, the platform can fit within the investment firm’s ecosystem seamlessly.

 

EMEA and APAC

Client Experience (Private Banking)

Client Experience (PB) is a secure, intuitive, and personalised platform that fosters a stronger connection between clients and their wealth management teams.

 

Advisor Experience (Private Banking)

Advisor Experience (PB) serves as a central hub, enhancing collaboration, efficiency, and strategic decision-making across multiple roles within the private banking domain.

Onboarding

Onboarding streamlines the client’s entry into wealth management with an efficient, seamless digital process, ensuring rapid, accurate account setup and a smooth transition to financial advisory services.

 

Client Lifecycle Management

Client Lifecycle Management streamlines the entire client journey, from prospecting to ongoing service, enabling users to engage in a more automated and efficient manner, supported by a robust and comprehensive workflow system.

 

Portfolio Manager

Portfolio Manager empowers wealth managers, investment advisors, and relationship managers to deliver personalized investment advice and portfolio management services efficiently, ensuring regulatory compliance at every step.

Digital Proposal

Digital Proposal equips wealth management firms and Private Banks to craft high-quality, personalized investment proposals and portfolio review reports at scale.

 

 

 

Automated KYC

Automated KYC enables financial advisors to gather and review information on an individual or entity’s country of risk, adverse media, ownership, risk, ID, sources of wealth, toxic associations, relations, and media to assess the risk of onboarding a client.

Digital Wealth PaaS

Digital Wealth PaaS exposes APIs and UI widgets to our customers and System Integrators to build tailored applications leveraging InvestCloud’s Digital Wealth data model and APIs. The Digital Wealth PaaS can be hosted by clients On-Prem or in their Private Cloud.

Global

Advisor Experience

Advisor Experience empowers financial advisors with a cutting-edge product that provides personalized, data-driven insights to forge stronger client relationships and drive exceptional outcomes.

 

 

 

Client Experience

Client Experience revolutionizes personal wealth management through a sophisticated yet user-friendly digital interface, empowering investors across the wealth continuum with clear, actionable insights and streamlined tools for an enhanced, confident approach to managing their financial future.

Client-led Planning

Client-led Planning fosters active client engagement, allowing advisors to respond effectively to specified needs. This scalable approach strengthens relationships, creating numerous opportunities for revenue growth in firms.

 

 

Prospect Experience

Prospect Experience enables firms to offer engaging financial tools that generate leads, gather data for personalization, facilitate smooth client transitions, and provide insights for future campaigns.

Goals-based Investing

Goals-based Investing provides a digital platform for intermediaries to handle client investments, enhancing asset growth at lower costs than traditional methods. It offers advisor-led and client-driven options.

North America

Advisor-led Planning

Advisor-led Planning empowers financial advisors with sophisticated, intuitive tools to craft personalized, comprehensive financial strategies, enhancing client engagement and driving successful outcomes.

Onboarding

Onboarding streamlines the client’s entry into wealth management with an efficient, seamless digital process, ensuring rapid, accurate account setup and a smooth transition to financial advisory services.

 

Self-directed Trading

Self-directed Trading  provides investors with the ability to trade across their broker’s digital properties. With integrations into major custodians, the platform can fit within the investment firm’s ecosystem seamlessly.

 

EMEA and APAC

Client Experience (Private Banking)

Client Experience (PB) is a secure, intuitive, and personalised platform that fosters a stronger connection between clients and their wealth management teams.

 

Advisor Experience (Private Banking)

Advisor Experience (PB) serves as a central hub, enhancing collaboration, efficiency, and strategic decision-making across multiple roles within the private banking domain.

Onboarding

Onboarding streamlines the client’s entry into wealth management with an efficient, seamless digital process, ensuring rapid, accurate account setup and a smooth transition to financial advisory services.

 

Client Lifecycle Management

Client Lifecycle Management streamlines the entire client journey, from prospecting to ongoing service, enabling users to engage in a more automated and efficient manner, supported by a robust and comprehensive workflow system.

 

Portfolio Manager

Portfolio Manager empowers wealth managers, investment advisors, and relationship managers to deliver personalized investment advice and portfolio management services efficiently, ensuring regulatory compliance at every step.

Digital Proposal

Digital Proposal equips wealth management firms and Private Banks to craft high-quality, personalized investment proposals and portfolio review reports at scale.

 

 

Automated KYC

Automated KYC enables financial advisors to gather and review information on an individual or entity’s country of risk, adverse media, ownership, risk, ID, sources of wealth, toxic associations, relations, and media to assess the risk of onboarding a client.

Digital Wealth PaaS

Digital Wealth PaaS exposes APIs and UI widgets to our customers and System Integrators to build tailored applications leveraging InvestCloud’s Digital Wealth data model and APIs. The Digital Wealth PaaS can be hosted by clients On Prem or in their Private Cloud.