Solution introduction
Engagement is more than a tool. It's a driver.
Digital experiences are not only expected in wealth management ⏤ they’re expected to do more
Firms that elevate their digital strategy to deliver high-value guidance and nurture client goal attainment are earning high marks in client satisfaction, per a 2024 J.D. Power study.¹ We designed InvestCloud End-Client Solutions to create these leveled-up experiences in ways that help promote organic growth and client retention.
Best of all, our End-Client Solutions work seamlessly with our Advisor Solutions to sharpen advisor-client collaboration, energize engagement, and simplify document sharing with vital client intermediaries such as attorneys and CPAs.
¹ J.D. Power 2024 U.S. Wealth Management Digital Experience StudySM
Uncover Hidden Insights & Opportunities
Give your clients a single location where they can view and interact with their whole financial world ⏤ even assets you don’t directly manage. Enhanced visibility reveals hyper-personalized insights and the missing pieces you need to perfectly tailor investments, improve cross selling, capture wallet share, and much more.
Build Bonds Over Effortless Interactions
We purposely design solutions to increase platform engagement. Even mundane tasks like form-filling are reimagined as collaborative, intuitive interactions. Clients are guided through steps and prompted on what to do and when, so nothing is overlooked. They can also send potential new clients your way with the click of a built-in referral button.
Advisors using the onboarding solution report 40%-60% faster client onboarding
An RIA converted more than 92% of prospects to clients using InvestCloud Prospect Experience.
End-Client Solutions Product Suite
- ic | Client Experience
- ic | Prospect Experience
- ic | Onboarding
- ic | Intermediary Experience
- ic | Self-Directed Trading
