| Financial Planning
InvestCloud’s Goals-Based Financial Planning app incorporates 21 different behavioral science, gamification, decision making and predictive analytics tools to maximize user engagement and adoption. Our gamification functions (CHAPOSS™) help guide users along their digital journey to complete online tasks. Our Decision Theory functions (CHAPIFF™), help users in their buying decisions, while our Data Science principles (CAPPEE™) enable the ongoing optimization of digital workflows.
By providing automation, deep analytics and insight, as well as introducing behavioral science algorithms, InvestCloud is helping firms automate where needed and provide clients with customized service where expected. By taking this approach, our goal is to allow advisors to nudge and expand their client relationship numbers so the business can take on and service more clients profitably.