The InvestCloud digital transformation platform will help the Dutch bank Rabobank to provide its customers, individuals and individuals, with digital financial planning tools.
Under the partnership, Rabobank clients will be able to create highly customizable life plans, allowing advisors to guide their clients to achieve their financial goals without having to create time-consuming and costly proposals.
Smart, goal-based financial planning provides clients with a roadmap to reach their individual life stages, from early retirement, raising a child, traveling around the world, or a personalized goal. Key features include pension data integration, feasibility calculations and graphs, and automated recommendations for savings, investment, and annuity savings.
The InvestCloud X platform offers end-to-end digitization of wealth, including digital communication, digital planning, and more.
InvestCloud CEO John Wise said, “Rabobank shares our belief that everyone should have access to a financial plan, regardless of income level.
“We are thrilled to partner with them, help them pursue their bold ambitions to digitize customer services and help millions of people in the Netherlands better plan and invest in their future and achieve their goals. of life.”
Last year, InvestCloud acquired Advicent, a treasury, trust and tax financial planning provider. The acquisition aimed to broaden its offering and consolidate its capabilities.
In other WealthTech news, open data and payments platform Moneyhub recently teamed up with financial and banking planning app Pennyworth, to reimagine digital banking for aspiring affluent customers.
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