▷ InvestCloud lanciert InvestCloud X

01.11.2021 – 14:01


Los Angeles (ots/PRNewswire)

The next generation product line is revolutionizing the communication, planning and distribution of financial products in wealth management

InvestCloud, the world’s leading provider in the field of digital transformation, today presented InvestCloud X – its most significant product innovation to date. InvestCloud X is a package of three revolutionary products: a digital communication platform that changes the interaction between advisors and customers, a digital planning platform that covers the simplest to the most demanding needs of all investors, and a groundbreaking digital shopping platform for financial products, Financial Supermarket.

Commented Co-Founder and CEO John Wise, “The combination of three products in one is a critical step forward. The ability to create plans at different ages and assets, then immediately select financial products to make those plans come true, and then on one platform and monitoring, documenting and communicating with a product is a decisive step forward.

Like everything InvestCloud has developed in the 11 years since its inception, InvestCloud X is deployed on the InvestCloud financial cloud platform, which today has $ 6.3 trillion in assets on over 20 million investor accounts in more than 40 Countries worldwide. InvestCloud X, like all InvestCloud products previously, was developed and built using iProgram (formerly PWP), the patented AI code generation engine that represents a revolution in terms of cost and time to market. The link between all aspects of InvestCloud X is the InvestCloud Digital Warehouse, the custom centralized data warehouse that catalogs data for seamless search and global access.

Intuitive digital communication

The InvestCloud X Digital Communication Platform is a digital platform for customer and consultant communication. The platform makes it possible to create tailor-made interactions that can be optimized, refined and viewed on the smartphone or desktop PC from anywhere and at any time for an unlimited number of personas. InvestCloud’s behavioral science-based offerings, which use both game and decision theory, encourage end-users to be actively involved in their financial situation and planning. The platform also uses AI that has been trained on the basis of previous data to provide individual recommendations for products and measures in a customer portfolio.

Intelligent digital planning

The InvestCloud X Digital Planning platform offers comprehensive financial plans for every stage of wealth planning, from basic target-oriented planning for the masses to the demanding and complex needs of all investors – including tax and estate planning. Like the platform for digital communication, the platform for digital planning is also fully customizable to the end user, so that consultants can support their clients in creating and managing their financial plans on their individual terms.

Yaela Shamberg, Co-Founder and Chief Product Officer for Digital Wealth, explains, “From lifestyle to goal-based plans, cash flow, taxes, escrow and retirement, the digital planning platform in InvestCloud X is a fully digital experience accessed through the InvestCloud X communications platform These planning tools leverage the same behavioral science techniques that are at the heart of InvestCloud and drive engagement with a focus on design and user experience. “

A revolutionary financial supermarket

The financial supermarket is an Amazon-like marketplace for the financial industry – a financial product marketplace for distributors and manufacturers. Through the financial supermarket, all products are cataloged on one platform, which enables easy search by advisors, easy addition by asset managers and easy execution by advisors for clients. The products can be marketed with detailed information – from historical performance data to a variety of media (video, podcast, etc.) that help paint a clearer picture of the possibilities.

Fred Duden, Chief Product Officer for the financial supermarket, added: “This is our game changer. Insights and due diligence are digitized and seamlessly integrated into the financial supermarket. As with all things from InvestCloud X, this product information can be easily shared and shared via the digital communication platform the digital planning platform can be executed. “

InvestCloud hosted a live stream launch event last week, and a replay of the product launch is now on the InvestCloud-Website available.

About InvestCloud

InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions that are pre-integrated into the cloud. The company offers on-demand customer experiences and intuitive operational solutions with an ever-growing library of modular applications that lead to high-performing products. InvestCloud is headquartered in Los Angeles and has more than 20 offices worldwide, including New York, London, Geneva, Singapore and Sydney. The company serves trillions of assets for hundreds of different clients – from the world’s largest banks to asset managers, asset managers and asset services companies.

For more information, see InvestCloud.com.

Medienkontakt InvestCloud Schweiz
Brand Affairs AG
Lucas Mörgelin
Office +41 44 254 80 00
[email protected]

Original content from: InvestCloud, transmitted by news aktuell


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