Acronym
InvestCloud
Product ID
Financial-Supermarket
Description

Digital marketplace for shopping and selling financial products.

Images
Image
INV_FSM_1
Details
  • InvestCloud Financial Supermarket™ is a digital, international, cloud-based marketplace for financial products. It connects asset managers manufacturing financial products to advisors and other wealth managers selecting products to fulfill client plans.
Image
INV_FSM_2
Details
  • For advisors, this allows for access to financial products that continue to grow in breadth and depth. For asset managers, this enables easy access to a vast network of distribution channels. Products can be added to the platform with ease and marketed with detailed information.
Features

Digital marketplace for shopping and selling financial products:

  • A cloud-based marketplace connecting advisors and asset managers
  • For advisors, this allows for unparalleled access to financial products
  • For asset managers, products can be added and marketed with ease
Vendors
Management Style
Schwab Products
Ad Hoc Tags
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DoubleClick Tags
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