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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

InvestCloud, headquartered in California with an international footprint, specializes in top-tier digital financial solutions that are seamlessly integrated in the cloud. Our focus is on delivering elegantly designed client experiences alongside user-friendly operational solutions, all powered by our continually growing library of modular digital applications. Our unique methodology, known as Programs Writing Programs, facilitates the development of platforms, including InvestCloud itself. Additionally, both clients and third parties can utilize PWP and InvestCloud APIs to create tailored solutions that meet their specific needs. This adaptability ensures that we remain at the forefront of innovation in the financial technology space.

Description

Boost the expansion of your wealth management enterprise with a versatile and all-encompassing platform. The WealthMapper platform empowers you to harness a robust array of partners within our ecosystem, facilitating the introduction of innovative retail wealth management services. This modular digital toolkit employs cutting-edge advancements in technology and distribution, enhancing both innovation and speed to market. WealthMapper enables you to offer seamless services that provide a holistic view of clients’ financial assets, current accessibility, and recommended actions to take. We provide comprehensive wealth management solutions, ranging from adaptable customer-facing services to efficient and leading-edge back-office operations. For financial service providers, WealthMapper propels your growth objectives through pre-integrated, top-tier solutions and services. For consumers, it serves as an essential tool to enhance visibility, accessibility, and actionable insights regarding their financial status, making informed financial decisions more attainable. Overall, WealthMapper stands as a transformative resource in the wealth management landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Coherent Yes 

Integrations

Coherent No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

InvestCloud

Founded

2010

Country

United States

Website

www.investcloud.com

Vendor Details

Company Name

tietoevry

Country

United States

Website

www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Product Features

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