InvestCloud has launched its new product, InvestCloud X.
InvestCloud specialises in digital transformation of financial services.
InvestCloud X combines three wealth management products into one.
These are a Digital Communication platform, Digital Planning platform and a Digital Shopping platform called the Financial Supermarket.
What does this mean?
The new product aims to enable users to work on plans at different age and wealth moments, an automatically choose the right products for these plans. Users will also be able to monitor, report and communicate.