InvestCloud White is designed from the ground up to be an intuitive and seamless experience for clients and advisors alike. All tools are built on the same InvestCloud platform that has hundreds of apps for client communication, client automation (digital advice), client management, information warehousing, performance, billing, trading and accounting.

InvestCloud White is formed around six key business practices, called “Centers”, each designed to empower advisors while providing them mass scale and efficiency.

Based around a powerful and user tailored dashboard, the Command Center is configured to run all aspects of an advisor’s business. The Advisor Center empowers RIA’s to build and maintain intuitive and responsive client relationships tailored for their clients’ needs. By digitizing advanced CRM, client onboarding, engagement, advice, deal processing, reporting and management in cloud-based apps, managers have a comprehensive view of their business and access to best practices on how to prospect, grow and maximize optimal outcomes for their clients.

With the Client Center, Clients can interact with their advisors, view account information, track their private assets and held away accounts, store life’s important documents, consume curated content, build goals and make confident decisions alongside their advisors.

The Financial Product Center provides access to financial products and facilitating the creation of financial products through to distribution, the Research and News Centers provides access to key market research and providers. The Business Intelligence Center is focused on providing insight and trends into your business, while the Practice Management Center delivers methods and best practices.