InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

LOS ANGELES, Aug 7 (Bernama-BUSINESS WIRE) — InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater value to clients. The new solutions, Intelligent Screening and Intelligent Meeting, are enhanced by technologies from smartKYC, the leading provider of AI-driven know your customer (KYC) risk screening and monitoring solutions, and Zocks, a privacy-first AI assistant for financial advisors.

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