Digital Financial Mobility | InvestCloud Blue

Client Engagement | Digital onboarding | Digital financial apps | InvestCloud Blue

InvestCloud Blue empowers wealth managers to build and maintain intuitive and responsive client relationships, tailored for specific client bases. Blue digitizes client engagement, onboarding, advice, reporting and management in cloud-based apps, giving investors a world-class digital experience and giving managers a comprehensive view of their clients.

Digital advice | Digital platform | Data warehouse | InvestCloud Blue

“We learned a lot from InvestCloud, and the InvestCloud project completely changed how the business thinks about IT. InvestCloud is 100x better at aggregating our data than we are.”

- Steve Jenvey, VP of Enterprise Architecture for Sales, Marketing and Digital, Capital Group

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Client
Portal

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Advisor
Portal

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Digital
Onboarding

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Digital
Advice

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Integrated
CRM

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Digital
Engagement

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Data
Warehouse

The Modules of Blue

Client Portal

Dashboard
Portfolio Views
Allocations
Holdings
Transactions & Analysis
Profile Management

Document Vault
Total Wealth (Outside and Private Assets)
Wealth History
Canvases and Microsites
Client Reports

The Modules of Blue

Advisor Portal

Account Management
Become Client User (User Assist)
Data Views
Query Builder
Behavioral Analysis
Model Management

Rebalance Management
Post-Trade Allocation Management
Target vs. Allocation Drift Analysis
Report Bundler
Holistic Health Report

The Modules of Blue

Digital Onboarding

Automated Account Opening
Multi-Question Multi-Answer Workflows (MQMA)
Onboarding and Funding
e-Consent and e-Signature

The Modules of Blue

Digital Advice

Financial Planning
Account Objectives Management
Risk Profile Management
Client Onboarding Workflow Configuration

The Modules of Blue

Integrated CRM

Overlay Existing CRM
Standalone CRM
Client Profile Management
Holistic/Wealth Reporting
Open CRM (Pipes)
Lead Generation

The Modules of Blue

Digital Engagement

Secure Chat, Messaging and Video
Push Message Notification and Alerts
Curated Content Management
General and Portfolio News Management
Extensive Personalized Packaging
Mobility

The Modules of Blue

Digital Warehouse

Single Version of the Integrated Truth (SVOTIT)
Multiple Views on Multiple Data
See Any Moment in Time

InvestCloud Blue - digitizing client communication, automation and management. Unlimited designs for personalized digital engagement.

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.

explore all our cloud-based financial products

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