michael.pendergrass
Acronym
InvestCloud
Product ID
Digital-Planning-Platform
Description
Enabling comprehensive planning at any stage of the wealth continuum.
Images
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Details
- InvestCloud Digital Planning is the only planning solution that offers advice that can follow clients across the wealth continuum - from self-directed through to UHNW advice.
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Details
- For many institutions, providing meaningful advice is core to your offering. InvestCloud Digital Planning is a comprehensive solution with configurable functionality to reflect your commitment to your clients.
Features
Enabling comprehensive planning at any stage of the wealth continuum:
- Provide advice to serve clients across the wealth continuum
- Advice that allows advisors to guide clients in completing financial plans
- Provide goal-based planning, cashflow planning and more
Vendors
Management Style
Schwab Products