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InvestCloud Emerald empowers robo-advisors as well as wealth managers with a full-stack solution for portfolio management, trading, operations, accounting, payments and fees. Welcome to the future of Robo.
 
 
 
 
 
 
 
 
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"The system was selected as an instrumental component of our operations to provide Digital Wealth Management to our expanding customer base and offer additional features, such as fractional share holding, that both established and newer businesses aspire to provide. This new way of working will enable us to be more efficient and help to keep our costs, and therefore our customers' fees down."

Bill Packman, COO, Nutmeg
 
 
 
 
 
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The Modules of Emerald
 
 
Portfolio Management
 
Decision Support
 
  • Valuation
  • Model Management
  • Rebalancer
  • Performance Measurement
  • Flexible Reporting
  • Data Extraction
 
 
 
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InvestCloud Emerald is the most sophisticated and modular platform for automated real-time processing of equities, bonds and funds. Emerald is proud to power some of the world’s leading robo-advisors, wealth managers and family offices.
 
 
 
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powerful products for individual investors and institutions alike
 
Assembled on-demand to meet your specific needs from a complete, differentiated ecosystem of cloud-based financial apps.
 
 
 
Wealth Managers
 
Robo
 
Allocator Owners
 
Allocator Managers
 
Wealth Managers
 
Institutional Asset Managers
 
Institutional Asset Managers
 
All Financial Markets
 
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