Updated wealth platform focused on seamless client experience
Truist Wealth, the private wealth business of Truist Financial Corporation, is proud to announce a leap forward in its digital transformation journey, powered by InvestCloud, a global leader in wealth technology focused on delivering more meaningful outcomes for clients. This strategic partnership marks a key moment in Truist Wealth’s multi-year investment to deliver a differentiated and client-centric digital experience.
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Truist Wealth’s enhanced platform brings a suite of advanced digital capabilities directly to clients’ fingertips, including:
- Unified digital experience: Truist Wealth clients benefit from a modern, secure interface that is integrated into Truist Mobile Banking and Online Banking.
- Seamless and secure portfolio access: Clients enjoy access to their investment accounts and consolidated portfolio views, empowering them to manage their wealth with greater transparency and control.
- Self-directed trading: The platform enables clients who choose self-directed investment accounts to independently execute trades across equities, ETFs, mutual funds, and options.
- Advanced research tools: Integrated Truist Investment Advisory Group macroeconomic research, along with market research capabilities, equip clients to make confident investment decisions.
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“Truist Wealth is focused on meeting clients where they are on their investment journeys,” said Heather Magaha, Head of Wealth Strategic Partnerships and Delivery for Truist Wealth. “This investment is instrumental in delivering our purpose through innovative digital solutions, enabling time-saving self-service features and enhancing the overall client experience.”
The digital wealth solutions from InvestCloud unify data from multiple systems, providing clients with a holistic view of their financial lives, and self-directed trading capabilities support those who want to manage and execute trades. By simplifying financial management and enabling seamless digital engagement, Truist Wealth is unlocking new levels of convenience and personalization for its clients.
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“We’re proud to partner with Truist to deliver an inspired digital experience that supports clients at every stage of their wealth management journey,” said Dan Bjerke, President, Digital Wealth at InvestCloud. “This implementation highlights our joint commitment to innovation and a digital-first approach to client service.”
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