InvestCloud

Portfolio management capabilities for wealth advisors including asset allocation, rebalancing, perfo... more...

Estate planning capabilities enabling advisors to analyze wealth transfer strategies, model estate t... more...

Comprehensive retirement planning tool that models retirement income needs, analyzes Social Security... more...

Integrated CRM capabilities within the NaviPlan financial planning platform, featuring client data m... more...

A modular, digital onboarding platform supporting guided workflows, KYC and AML, e-documentation, el... more...

Advanced insurance needs analysis covering life, disability, and long-term care. Enables what-if ana... more...

Includes detailed planning for single or multiple children, customizable contribution and inflation ... more...

Enables advisors to create detailed tax projections, model tax-efficient investment strategies, anal... more...

Allows secure distribution of investment reports, performance analytics, and communication to LPs. C... more...

A fund accounting and administration system specializing in hedge funds, unit trusts, and offshore f... more...