IC Pink vs Evercore Wealth & Trust使用状況と統計

Improve your financial future with InvestCloud Pink. Pink makes it easy to plan, track, and meet goals on the journey to a healthy financial future. Built simply, for everyone, this platform allows you to store, organize and share important documents, track a multitude of assets, use advanced goals-based planning tools, and receive life scores and guidance about your financial wellness. Through playful UX and thoughtful behavioral science, Pink ensures you build confidence at the same time holistic financial wellness is achieved. InvestCloud Pink provides an intuitive and immersive experience to stay engaged in improving your financial wellness. Pink makes setting goals approachable and easy to grasp - from tracking finances, to creating a clear life plan for the future – all while receiving life scores and guidance through valuable and actionable coaching. Life Scores & Guidance Pink empowers you with the ability to see your financial future through constant encouragement, education, and suggestions on how to best improve your financial wellness and outlook. Of course, guidance comes in many forms. Connect with world-class coaching and advisor teams from our partners at Ameriprise. Link, Track, & Manage Financial statements. Bank statements. 401Ks. There’s a multitude of files and documents to keep track of. With Pink, everything is organized, filed and easy to access – all in one place. Simple. Anytime, Anywhere, Any Device Save time with our secure, informative, easy to use UI. No matter what device you’re on or where you are, Pink is easy to navigate and engaging – making it worth spending time with. Proactive & Personalized Constant encouragement to stay motivated and celebrate your success by curating a personalized journey that can be shared with a community of peers. Holistic Well-being Empower yourself with tools to nourish your body, recharge the mind, become more active, manage stress, and learn best practices on your personal wellness journey. *PwC’s 2021 Employee Financial Wellness Survey