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Digital Communications enables the creation of configurable experiences that can be optimized and refined for an unlimited number of personas and viewed on mobile or desktop, from anywhere, at any time. Holistic functionality is accessible through a hyper-modular & hyper-personalized approach.
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InvestCloud Digital Communications enables powerful client-advisor communications with functionality across: client communication, automation and management, data warehousing, performance and analytics, account
Product Description
About this Product
Enables engaged client and advisor communications at scale:
- Enable a powerful client-advisor relationship and leverage over 300+ apps
- Create experiences available anywhere, at any time
- Leverage behavioral science to drive client engagement
About InvestCloud
InvestCloud is a single, cloud-native platform that is transforming the Financial Industry’s approach to digital. Centered around a Digital Warehouse, the InvestCloud platform addresses advisors’ need for Digital Enablement, with designed apps for communication, planning, and shopping, and the advisor and asset managers’ need for commerce enablement via our Financial Supermarket - a digital marketplace for buying and selling financial products. InvestCloud’s expansive global platform includes $6.3+ trillion in assets, over 20 million investor accounts, 7,000+ unique user experiences, 300+ apps to choose from, and 400+ advisors and other wealth managers, 150+ asset managers and over 40 countries with live client implementations. For more information visit investcloud.com.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.