InvestCloud, the global leader in financial digital transformation, today 
unveiled InvestCloud X – its most significant product innovation yet. 
InvestCloud X is three revolutionary products packaged into one: a Digital 
Communication platform transforming the way advisors interact with clients, a 
Digital Planning platform designed to cover the simplest to the most 
sophisticated needs of all investors, as well as a Digital Shopping platform 
for financial products called the Financial Supermarket.

Co-founder and CEO John Wise said: "Combining three products into one is a 
game-changer. 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."

Like everything InvestCloud has done in its 11 years since inception, 
InvestCloud X is deployed on InvestCloud's financial cloud platform, which 
today supports $6.3 trillion in assets across over 20 million investor accounts 
in over 40 countries globally. As with all InvestCloud products, InvestCloud X 
has been designed and built using InvestCloud's iProgram (formerly known as 
PWP), the patented AI code generating engine that is a revolution for cost and 
time to market. Connecting all aspects of InvestCloud X is of course the 
InvestCloud Digital Warehouse, the custom central data warehouse cataloging 
data for seamless search and access the world over.

Intuitive Digital Communications

The InvestCloud X Digital Communication platform is a digital platform for 
client and advisor communication. It enables the creation of custom experiences 
that can be optimized and refined for an unlimited number of personas and 
viewed on mobile or desktop, from anywhere, at any time. Using both gaming and 
decision theory, InvestCloud's behavioral science offerings encouraging 
end-users to stay actively engaged in their financial wellness. The platform 
also leverages AI trained on historical information to serve up custom 
recommendations for products and actions in a client portfolio. 

Intelligent Digital Planning

The InvestCloud X Digital Planning platform offers completely comprehensive 
financial plans, at any stage of the wealth continuum, from basic goal-based 
planning for the mass affluent to the sophisticated and complex needs of all 
investors – including tax and estate planning. As with the Digital 
Communication platform, the Digital Planning platform is entirely customizable 
to the end-user, allowing advisors to guide their clients in completing and 
maintaining their financial plans on their own terms.

Co-founder and Chief Product Officer for Digital Wealth Yaela Shamberg 
explains: "From Lifestyle to Goal-Based plans, Cashflow, Tax, Trust and 
Retirement, the Digital Planning platform in InvestCloud X is a fully digital 
experience, accessed using the InvestCloud X Communication Platform. These 
Planning tools leverage the same behavioral science techniques that are core to 
InvestCloud, encouraging engagement with a thorough eye 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. 
With the Financial Supermarket, all products are cataloged on one platform, 
allowing for simple search by advisors, simple addition by asset managers and 
simple execution by advisors for clients. The products can be marketed with 
detailed information – from historical performance data to rich media (video, 
podcast, etc.), which help paint a clearer picture of the opportunity.

Chief Product Officer for the Financial Supermarket Fred Duden adds: "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."

InvestCloud hosted a live stream launch event last week, and a recording of the 
product launch is now available on the InvestCloud website here: 
https://www.investcloud.com/Membership/Apps/v4IcHomePage_WF_App.aspx?ReturnURL=%2f#!/w/v4ichomepagewfapp?s=videolandingholderapp. 


About InvestCloud

InvestCloud is a global company specializing in digital platforms that enable 
the development of financial solutions, pre-integrated into the Cloud. The 
company offers on-demand client experiences and intuitive operations solutions 
using an ever-expanding library of modular apps, resulting in powerful 
products. Headquartered in Los Angeles, InvestCloud has over 20 global offices 
including New York, London, Geneva, Singapore and Sydney, supporting trillions 
in assets across hundreds of diverse clients – from the largest banks in the 
world to wealth managers, asset managers and asset services companies. 

For more information, visit: InvestCloud.com.

InvestCloud Media Contact:
Rich Went
Metia Group
+44-(0)7745-496-065
Rich.Went@Metia.com 
InvestCloudUK@Metia.com 

Source: InvestCloud