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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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