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InvestCloud Green empowers investment consultants to get the most out of their research for financial advisors, using a powerful, automated investment proposal generator. Green represents the digital automation of investment advice, from opportunity identification through implementation. The results: better decisions and more successful investing.
 
 
 
 
 
 
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"We really believe that digital is more than a channel, and that you need to think about digital as really a business model. And the way we did that was an approach called 'digital decoupling'. Essentially it's taking all of the assets that go to make up a digital experience and bringing that together in a personalized way at the point in time where the customer interacts with you. One of the things that attracted us to InvestCloud was how well we were aligned in the approach to digital decoupling."

Steve Jenvey, Vice President of Enterprise Architecture for Sales, Marketing and Digital, Capital Group
 
 
 
 
 
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The Modules of Green
 
 
Model Management
 
Identify Investment Opportunities
 
  • By Manager
  • Adjustable by Client
 
 
 
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Enable your financial advisors to digitally engage clients and automatically build and manage their investment portfolios with InvestCloud Green.
 
 
 
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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.
 
 
 
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Institutional Asset Managers
 
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