As part of the 2025 MICC 24-Hour Case Competition, our team traveled to Los Angelos, CA and was challenged to help InvestCloud enhance its digital wealth platform to better support advisors and their clients across generations. Our solution, InvestMatch, introduced a personalized AI-driven recommendation layer to InvestCloud’s WealthConnected ecosystem. Designed to foster long-term client trust and retention, InvestMatch leveraged the platform’s data warehouse to power values-based direct indexing, AI-matched private market access via Apollo PMAs, and dynamic client education features like “WeeklyWrapped.” We tied our solution together with a sleek user experience and an implementation strategy that included a national launch campaign, cross-platform integration, and a scalable pricing model for firms of varying sizes.