Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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