Wealth Management ISVs ISVs that have a strong, proven use case within a specific industry. Built for client-facing teams, Digital Clipboard makes it easy to onboard and service A banking grade “WhatsApp” alternative for staff to communicate with clients easily, clients faster and more effectively. With paperless account opening and annual with full security and compliance. Chat, send confidential documents and meet reviews, Digital Clipboard lowers the cost of service and eliminates admin so that with video all in the same place, knowing everyone is who they say they are, and firms can focus on delivering great client outcomes. everything logged in Salesforce. Learn More > Learn More > Riva is the revenue data solution that makes planning, acceleration, and engagement OPAL facilitates goal-based planning and monitoring of client goals. This enables activities more effective by connecting your communication stack to your CRM. advisors, wealth managers and financial planners to translate clients’ goals into We improve data quality, boost agent and advisor productivity and deliver suitable investment decisions compliant with regulations. OPAL delivers better client compliant sharing of MNPI (material non-public information) in complex financial engagement, scalable advice and increases Asset Under Management (AUM). services enterprises. Learn More > Learn More > EMEA ISV Industry Booklet — Wealth Management 4