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March 22, 2017

InvestCloud unveils new platform for robo advisers

California-based fintech firm InvestCloud has launched a new solution, dubbed Emerald, for robo advisers and hybrid wealth managers.

By Verdict Staff

California-based fintech firm InvestCloud has launched a new solution, dubbed Emerald, for robo advisers and hybrid wealth managers.

Free Report
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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

The new offering aims to provide robo advisers and hybrid wealth managers with an end-to-end solution for portfolio management, trading, accounting, payments and fee management.

InvestCloud said that the solution incorporates investment book of record (IBOR), accounting book of record (ABOR) and settlement book of record (SBOR) modules into an integrated, full-stack solution. It also uses InvestCloud’s Digital Warehouse to enable a single version of the integrated truth.

All Emerald functionalities are available either as a complete solution, or as standalone apps, it added.

InvestCloud co-founder and CEO John Wise said: “Emerald gives Robos looking to run their back office and wealth managers needing to integrate digital capabilities a system that works seamlessly with existing processes.

“Across multi-asset-class, multi-currency investments, Emerald leverages our unique API-based approach and leading Digital Warehouse, which means all Robo-Advisors can have access to a powerful and highly modular automated processing platform.

“Whether a startup Robo, or a new hybrid service from an established wealth manager or bank, the challenge wealth firms face is integrating traditional standalone back-office systems with trading and portfolio management operations. Emerald eliminates these issues, bringing all functions together in an out-of-the-box solution – providing a single version of the integrated truth.”

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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