InvestCloud: Unveiled its most significant product innovation yet
- InvestCloud California-based with a global presence, known for first-class, financial digital solutions
- A Digital Communication platform transforming the way advisors interact with clients
- As well as a Digital Shopping platform for financial products called the Financial Supermarket
- The platform also leverages AI trained on historical information to serve up custom recommendations for products
- Digital Planning platform offers completely comprehensive financial plans, at any stage of the wealth continuum
- As with the Digital Communication platform, the Digital Planning platform is entirely customizable to the end-user
