PR92723

LOS ANGELES, Nov. 1, 2021 /PRNewswire=KYODO JBN/--

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