Digital Financial Mobility | InvestCloud Blue

explore all our cloud-based financial apps:

InvestCloud Blue empowers wealth managers to build and maintain intuitive and responsive client relationships – tailored to be appropriate for your specific client base. With InvestCloud Blue, client engagement, advice, reporting and management are digitized in cloud-based apps. This allows wealth managers to get a whole view of their clients – instantaneously and at scale – providing unparalleled client service that is involved, intuitive and individualized.

"One of the things we like about InvestCloud is they’re really forward thinking, and we’re excited about the new apps they’re offering. We feel they’re a step above everyone else."

- Sean Erickson, Director of Operations, Steinberg Global Asset Management

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Client
Digital Advice

Cp

Client
Portal

Ap

Advisor
Portal

Co

Client
Onboarding

Cr

Client
Relationship Mgmt

Cm

Client
Marketing

Dw

Digital
Warehouse

The Modules of Blue

Client Digital Advice

Risk Profile

Account Objectives
Risk Profile
Multi Question/Multi Answer (MQMA)
Create Model
User Assist

The Modules of Blue

Client Portal

Client Communications

Dashboard
Account Views
Allocations
Holdings
Transaction History
Performance
Document Management Vault
Total Wealth (Aggregation)

Canvases and Microsites
General and Portfolio News
Profile and Management
Mobility
Client Reports

The Modules of Blue

Advisor Portal

Client Management

Account Management
Become Client User/ User Assist
Data Views
Model Management
Rebalance Management
Drift Analysis

Performance Analysis
Compliance Management
Post-Trade Allocations
Secure Messaging/ Video
Report Bundler
Financial Planning

The Modules of Blue

Client Onboarding

Automation

Multi Question/Multi Answer (MQMA)
Asset Safe
User Setup
Account Funding
e-Consent and e-Signature
Confirmation

The Modules of Blue

Client Relationship Management

Relationship Development

Activity Monitor/Behavioral Analysis
CRM/Pipes
Client Engagement Management

The Modules of Blue

Client Marketing

Lead Generation

Marketing Website
Search Engine Optimization (SEO)
CRM Prospecting
Curated Content

The Modules of Blue

Digital Warehouse

Information is Power

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

InvestCloud Blue is the future of client communication and management – fast, intuitive and high-touch through smart digital applications. Delivering a client experience that will set your business apart.

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.

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