Pacific Design Center, 700 N, San Vicente Blvd, Suite G605, West Hollywood, CA, 90069, United States
Award-winning solutions for your financial technology needs. Explore our library of 300+ apps for digital and commerce enablement
InvestCloud is transforming the financial industry's approach to digital. We are a singular, no-code software platform for digital and commerce enablement within the financial industry. With our cloud-native, multi-tenanted platform, we are changing the approach to digital for the world’s largest banks, wealth managers and asset managers – empowering them to leverage and leapfrog decades of technology debt and meet the elevated needs of today’s, and tomorrow’s, end clients.
InvestCloud addresses a specific and significant need – to modernize and digitize the financial industry. Our 300+ apps digitize every aspect of the advisor-client relationship...and beyond – covering all aspects of communication, planning, shopping (both buying and selling of financial products) as well as accounting and risk and more… Our apps are built to function independently, and are optimized when working holistically. From our deep industry experience, we understand the massive benefits of addressing the entire system and have done so on a single platform.
Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools
03/06/2021
30/06/2022
30/06/2022
Business Strategy & Advisory, Technology Strategy & Consulting
29/03/2022
Business Strategy & Advisory, Client Engagement & Management, Technology Strategy & Consulting
22/03/2022
Business Strategy & Advisory, Technology Strategy & Consulting
08/03/2022
01/03/2022
22/02/2022
15/02/2022
Client Engagement & Management, Digital Platforms & Tools
10/02/2022
08/02/2022
Client Engagement & Management, Digital Platforms & Tools
08/02/2022
Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
03/02/2022
Technology Strategy & Consulting
01/02/2022
Client Engagement & Management, Digital Platforms & Tools, Digital (Robo) Investing
01/02/2022
27/01/2022
Data Management & Analysis, Digital Platforms & Tools, Digital (Robo) Investing
25/01/2022
Business Strategy & Advisory, Client Engagement & Management, Client Marketing & Prospecting
20/01/2022
Client Marketing & Prospecting, Digital Platforms & Tools, Financial Markets Research & Analysis
18/01/2022
Digital Platforms & Tools, Technology Strategy & Consulting
13/12/2021
Client Engagement & Management, Technology Strategy & Consulting
06/12/2021
Digital Platforms & Tools, Financial & Retirement Planning, Trading & Back Office
03/12/2021
Digital Platforms & Tools, Market & Business Infrastructure, Trading & Back Office
03/12/2021
Client Engagement & Management, Client Marketing & Prospecting, Technology Strategy & Consulting
29/11/2021
Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
22/11/2021
Digital Platforms & Tools, Investment Platforms & Tools, Portfolio & Wealth Management Systems
01/11/2021
Software Development & Management, Technology Implementation & Management, Technology Strategy & Consulting
28/10/2021
Client Communications & Reporting, Digital Platforms & Tools, Investment Platforms & Tools
28/10/2021
Client Communications & Reporting, Digital Platforms & Tools, Financial & Retirement Planning
28/10/2021
Digital Platforms & Tools, Financial & Retirement Planning
28/10/2021
Digital Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
28/10/2021
Digital Platforms & Tools, Software Development & Management, Technology Implementation & Management
28/10/2021
Digital Platforms & Tools, Financial & Retirement Planning, Software Development & Management
28/10/2021
Digital Platforms & Tools, Portfolio Build, Analysis & Reporting
20/04/2021
Digital Platforms & Tools, Technology Evaluation & Selection
15/04/2021
Client Engagement & Management, Digital Platforms & Tools, Technology Evaluation & Selection
13/04/2021
Digital Platforms & Tools, Portfolio & Wealth Management Systems
08/04/2021
Digital Platforms & Tools, Digital (Robo) Investing
20/02/2020
Client Engagement & Management, Digital Platforms & Tools
13/02/2020
Digital Platforms & Tools, Digital (Robo) Investing
06/02/2020
We are a California-founded company that has grown from an idea in a garage to a platform with over 550 direct clients and over $6 trillion of assets in just over 10 years.
We recognize the value in fresh perspectives as well as seasoned experience and our staff reflects this. We are a team of entrepreneurs, operators and artists. We maintain a local perspective globally - working from Los Angeles, New York, London, Geneva, Tokyo, Hong Kong, Singapore and Sydney. Our business development team is committed to ensuring our clients and partners feel empowered with InvestCloud.
Today the InvestCloud platform supports over $6+ trillion of assets across 550 direct clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.
Digital Platforms & Tools Investment Platforms & Tools
29th May 2023
Asia Pacific is the very definition of variety and opportunities. A high concentration of High-Net-Worth Individuals (HNWIs), substantial predicted growth in assets under management (AUM), vast volumes of ongoing wealth...
Business Establishment & Support Services Client Engagement & Management
27th April 2023
LOS ANGELES, CA, April 27, 2023 – InvestCloud, the global leader in digital transformation for the financial industry with over US$6 trillion in assets, has been selected by BUNKER, a...
18th April 2023
InvestCloud, the global Software-as-a-Service (SaaS) leader in digital transformation for the wealth management industry, today announced that Chief Executive Officer, John Wise, has left the Company. Richard Lumb, a current...
Business Intelligence & Practice Management Digital Platforms & Tools
14th March 2023
For this piece, we talk to James Verner, President of InvestCloud, Asia Pacific, about the technological changes and advances in the APAC countries. Verner discusses the differences and similarities among...
Client Engagement & Management Digital Platforms & Tools
3rd March 2023
Los Angeles, March 2nd – InvestCloud, the global leader in digital transformation for the financial industry with over US$6 trillion in assets, has today announced the release of the next evolution of...
1st March 2023
London-Los Angeles, March 1st – InvestCloud, the global leader in digital transformation for the financial industry with over US$6 trillion in assets, today announced partnerships with leading asset managers, AssetCo and Westwood...
8th February 2023
LOS ANGELES, 07th February, 2023 — InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, today announce a breakthrough partnership to integrate 55ip’s tax-smart investment...
Client Engagement & Management Data Management & Analysis
27th January 2023
In this series, The Wealth Mosaic (TWM) interviews leading members of the wealth management and FinTech communities to find out more about them, their journey, their perspectives on the market,...
Digital Platforms & Tools Market & Business Infrastructure
19th January 2023
Today, clients want access to portals and apps that are both insightful and support a full range of wealth management processes and investment types. The last few years have also...
29th December 2022
In this piece, we talk to Christine Ciriani, CEO EMEA at InvestCloud. She outlines how leveraging first-class digital tools can transform a business – by improving client retention and growth,...
Digital Platforms & Tools Market & Business Infrastructure
14th December 2022
Los Angeles, December 14, 2023—In a move that underscores their prioritisation of Digital Planning, InvestCloud, the global leader in digital transformation for the financial industry, has appointed Michael Roth as...
Client Onboarding & Identity Verification Digital Platforms & Tools
29th November 2022
Los Angeles—November 29, 2022—InvestCloud, the global leader in financial digital transformation, today announced that Huntington National Bank has launched Adviser Connect, a branded digital experience built on InvestCloud’s Find My Adviser...
Compliance & Regulation Digital Platforms & Tools
21st September 2022
For wealth management to stay relevant, the industry needs to offer intuitive and meaningful experiences for all clients, while giving them the right amount of choice and freedom: optionality is...
Digital Platforms & Tools Market & Business Infrastructure
1st September 2022
Los Angeles, 1st September 2022 – InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan. These will further...
12th August 2022
After two years of tumultuous change, wealth management firms continue to navigate the evolving market and industry dynamics. The more complex the investor ecosystem becomes, the more important it is...
Digital Platforms & Tools Financial & Retirement Planning
10th August 2022
Today, InvestCloud announced a partnership with Eagle Life Insurance Company® to offer access to product details about its fixed index annuities via the InvestCloud Digital Planning Platform. Through the InvestCloud platform, financial...
8th July 2022
Global family offices need to support the dynamic needs of today’s clientele and advisers. This requires the use of centralized and well-organized data, as well as a flexible digital platform....
30th June 2022
As part of our WealthTech 2022 report project, we interviewed Mark Trousdale, Chief Marketing Officer at InvestCloud. In this second part of the two-part series, Mark talks us through the...
30th June 2022
As part of our WealthTech 2022 report project, we interviewed Mark Trousdale, Chief Marketing Officer at InvestCloud. In this first of a two-part series, Mark talks us through the wealth...
10th June 2022
By now it’s no mystery why the internet and digital technology have fundamentally and permanently changed every aspect of modern society: how we shop, how we travel, how we entertain...
Client Engagement & Management Digital Platforms & Tools
14th April 2022
Whether through people, technology or culture, how can a wealth management business meet the changing expectations of its current and potential HNW client base? This is the burning question that the...
Business Intelligence & Practice Management Client Engagement & Management
14th April 2022
Leveraging technology to enhance both the adviser’s productivity and the client experience is more important than ever in the post-Covid world. The stakes and expectations are high. Wealth managers need...
Client Communications & Reporting Client Engagement & Management
6th April 2022
Since 2010, InvestCloud has grown significantly from a garage-based tech startup into a fintech unicorn. The international cloud-based digital platform currently handles over $6tn (£4.6tn) of client assets, offering digital...
Client Communications & Reporting Client Marketing & Prospecting
30th March 2022
Year in review What would you highlight as the main technology themes for the wealth management sector in 2021? We saw three key elements to 2021; communication, planning, and shopping. Communication is...
Business Strategy & Advisory Technology Strategy & Consulting
29th March 2022
In this seventh video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she outlines what are the biggest challenges facing wealth managers in 2022.
Client Engagement & Management Data Management & Analysis
22nd March 2022
Oppenheimer & Co. Inc. (“Oppenheimer”) – a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced the launch of the Investor Gateway, an...
Business Strategy & Advisory Client Engagement & Management
22nd March 2022
In this eighth video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she describes what technologies banks are deploying to meet evolving client...
Technology Evaluation & Selection Technology Strategy & Consulting
18th March 2022
The role of technology in the wealth management sector grows ever more apparent and relevant – accelerated by changes invoked by Covid. But what does that mean in practice for...
Business Strategy & Advisory Technology Strategy & Consulting
8th March 2022
In this sixth video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she provides her view on where wealth managers should be investing...
Client Communications & Reporting Client Engagement & Management
2nd March 2022
In response to the arrival and growth of robo advice, principally, the wealth management market has settled on the concept of a hybrid service model as its best response to...
1st March 2022
In this fourth video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she tells us more about InvestCloud's presence in Switzerland.
Client Engagement & Management Client Onboarding & Identity Verification
28th February 2022
London, 28th February – InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s...
22nd February 2022
In this fifth video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she tells us what she would rate as the top three...
15th February 2022
In this third video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she outlines what InvestCloud's focus is for the Swiss market heading...
Client Engagement & Management Digital Platforms & Tools
10th February 2022
In this eighth video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she describes what technologies banks are deploying to meet evolving client...
8th February 2022
In this second video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she describes the main areas where wealth managers are looking to...
Client Engagement & Management Digital Platforms & Tools
8th February 2022
In this seventh video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she outlines what are the biggest challenges facing WM as we...
Client Communications & Reporting Client Engagement & Management
7th February 2022
Recent global events with the pandemic and interest rates have underscored the need for excellent client communication in wealth management. Part of this is the pressure of not being able...
Client Communications & Reporting Client Engagement & Management
4th February 2022
Client relationships have, to a large degree, shifted in large part to virtual exchanges. Relationship managers are increasingly asking future employers what digital tools they will provide for them to...
Client Engagement & Management Digital Platforms & Tools
3rd February 2022
In this sixth video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she provides her view on where wealth managers should be investing...
Technology Strategy & Consulting
1st February 2022
In this first video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she outlines how InvestCloud is positioned to address the issues of...
Client Engagement & Management Digital Platforms & Tools
1st February 2022
In this fifth video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she tells us what she would rate as the top three...
27th January 2022
In this fourth video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she tells us more about InvestCloud's presence in Switzerland.
Data Management & Analysis Digital Platforms & Tools
25th January 2022
In this third video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she outlines what InvestCloud's focus is for the Swiss market heading...
Business Intelligence & Practice Management Digital (Robo) Investing
24th January 2022
1. There is much talk of the application of Artificial Intelligence (AI) in wealth management, but is this more hype than reality? Where is the industry, in general, in its...
Digital Platforms & Tools Financial & Retirement Planning
20th January 2022
Los Angeles – 20th January 2022 - InvestCloud, a global leader in digital transformation, today announced it is partnering with Ameriprise Financial (NYSE: AMP) to offer personalized financial advice to users...
Business Strategy & Advisory Client Engagement & Management
20th January 2022
In this second video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she describes the main areas where wealth managers are looking to...
Client Marketing & Prospecting Digital Platforms & Tools
18th January 2022
In this first video interview in our new series with Christine Ciriani, CEO Private Banking & Wealth at InvestCloud, she outlines how InvestCloud is positioned to address the issues of...
Business Strategy & Advisory Financial Markets Research & Analysis
13th December 2021
Since 2014, there has been significant integration of the Hong Kong and Mainland Chinese financial markets, especially with the launch and growth of the Stock Connect and Bond Connect. In...
Digital Platforms & Tools Technology Strategy & Consulting
13th December 2021
In this eighth and final episode in our new series of video interviews with Alessandro Tonchia, Head of Strategy, Private Banking and Wealth at InvestCloud, he outlines what the new...
Client Engagement & Management Digital Platforms & Tools
9th December 2021
Collaborative planning helps the adviser map financial wellness by looking at goals and how best to reach them. In that sense, the adviser acts as financial wellness satnav – helping and...
Client Engagement & Management Technology Strategy & Consulting
6th December 2021
In this fourth video interview in our new series with Alessandro Tonchia, Head of Strategy, Private Banking & Wealth at InvestCloud, he discusses how technology can support wealth managers to...
Digital Platforms & Tools Financial & Retirement Planning
3rd December 2021
About the Series: In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provides to platforms and consultants. We want to give an FI...
Digital Platforms & Tools Market & Business Infrastructure
3rd December 2021
About the Series: In this series, Celent interviews a diverse set of service providers, ranging from hosting services and infrastructure provides to platforms and consultants. We want to give an FI...
Client Engagement & Management Client Marketing & Prospecting
29th November 2021
In this third video interview in our new series with Alessandro Tonchia, Head of Strategy, Private Banking & Wealth at InvestCloud, he outlines what the new technology tools are that...
Client Marketing & Prospecting Sales & Marketing Support
24th November 2021
1. Discovering and acquiring new clients is key to the future of any wealth management business. To what extent, and how, do wealth managers use technology to support this need...
Client Engagement & Management Digital Platforms & Tools
22nd November 2021
In this second video interview in our new series with Alessandro Tonchia, Head of Strategy, Private Banking & Wealth at InvestCloud, he outlines what the best ways are for wealth...
Client Engagement & Management Client Marketing & Prospecting
17th November 2021
1. To what extent and how do wealth managers use technology to engage their clients (and prospects) with ideas and content today? Research indicates that over half (54%) of wealth managers...
Data Management & Analysis Portfolio Build, Analysis & Reporting
3rd November 2021
How are ESG issues impacting the wealth management sector today? What has been achieved so far, what are the opportunities and threats, and what is still to be done? Earlier this...
Client Communications & Reporting Digital Platforms & Tools
1st November 2021
Los Angeles – November 01, 2021 – InvestCloud, the global leader in financial digital transformation, today unveiled InvestCloud X – its most significant product innovation yet. InvestCloud X is three revolutionary products...
Digital Platforms & Tools Investment Platforms & Tools
1st November 2021
Exclusive Trailer: InvestCloud X
Software Development & Management Technology Implementation & Management
28th October 2021
Chapter 2 Challenging the norms with InvestCloud X
Client Communications & Reporting Digital Platforms & Tools
28th October 2021
Chapter 4 InvestCloud X Digital Communication
Client Communications & Reporting Digital Platforms & Tools
28th October 2021
Full broadcast of the InvestCloud X launch event | Live from Los Angeles on October 28th, 2021 | © InvestCloud, Inc.
Digital Platforms & Tools Financial & Retirement Planning
28th October 2021
Chapter 5 InvestCloud X Digital Financial Planning
Digital Platforms & Tools Portfolio Build, Analysis & Reporting
28th October 2021
Chapter 6 InvestCloud X The Financial Supermarket
Digital Platforms & Tools Software Development & Management
28th October 2021
Chapter 3 Applying our Design Expertise in InvestCloud X
Digital Platforms & Tools Financial & Retirement Planning
28th October 2021
Chapter 1 Introducing InvestCloud X
Client Engagement & Management Investment Platforms & Tools
25th August 2021
Environmental, Social and Corporate Governance (‘ESG’) is now firmly in the spotlight. It’s a critical component of the investment offering to wealth management clients. And it plays a dual role,...
Client Engagement & Management Client Marketing & Prospecting
11th August 2021
The client relationship management (CRM) system is core to many businesses. Is that also true for wealth managers? What can you tell us about the role of the CRM in...
Client Communications & Reporting Client Engagement & Management
9th August 2021
If there is one thing that has become clear over the last year of Covid-19 travel restrictions, it is the importance of digital solutions. As the universe of digital solutions...
Compliance & Regulation Digital Platforms & Tools
3rd August 2021
Company overview InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations...
22nd July 2021
London & Los Angeles – 22 July 2021: InvestCloud, an award winning global FinTech firm that designs and creates financial software for some of the most prestigious banks, wealth managers and...
Technology Evaluation & Selection Technology Implementation & Management
9th June 2021
Take up of technology is reliant on the engagement of people. Guillaume Foucaud, Product Manager at InvestCloud, Nigel Armstrong, Senior Account Director and Head of Wealth and Asset Management Solutions,...
Client Engagement & Management Digital Platforms & Tools
3rd June 2021
Welcome to InvestCloud, Inc. | CEO John Wise & CPO Yaela Shamberg | 2021
Business Strategy & Advisory Coaching & Training
2nd June 2021
The new challenge for enterprises, including wealth management firms, is to better respond to organisational changes and evolving customer expectations in what is a highly unpredictable environment. Becoming an agile...
Business Strategy & Advisory Technology Implementation & Management
26th May 2021
While technology, and the overall range of what is available, has certainly changed in the past years (and even months), the basic needs of wealth management clients have not. What...
Digital Platforms & Tools Market & Business Infrastructure
11th May 2021
London / Zürich, May 11 2021: InvestCloud, an award-winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today announced the deployment of...
Client Engagement & Management Data Management & Analysis
23rd April 2021
Wealth management is a data driven industry. As the ability for wealth management firms to collect and analyze huge amounts of data increases through digital engagement with customers, it is...
Digital Platforms & Tools Portfolio Build, Analysis & Reporting
20th April 2021
In this fourth and final episode in our new series of video interviews with Mark Trousdale, Global CMO at InvestCloud, Mark discusses the post-merger plans to create an Amazon for...
Digital Platforms & Tools Technology Evaluation & Selection
15th April 2021
In this third episode in our new, four-part series of video interviews with InvestCloud, we hear from Mark Trousdale, Global CMO at InvestCloud. Mark provides an overview of what has...
Client Engagement & Management Digital Platforms & Tools
14th April 2021
Singapore, London and Tokyo – 14 April 2021: InvestCloud, an award winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today...
Client Engagement & Management Digital Platforms & Tools
13th April 2021
In this second episode in our new, four-part video interview series with InvestCloud, we speak to Mark Trousdale, Global CMO at InvestCloud. Mark explains why the merger between InvestCloud, Tegra118...
Digital Platforms & Tools Portfolio & Wealth Management Systems
8th April 2021
In this first episode in our new, four-part video interview series with InvestCloud, we speak to Mark Trousdale, Global CMO at InvestCloud. Mark provides a background to the recent merger...
Business Process Management & Outsourcing Client Onboarding & Identity Verification
7th April 2021
As a global FinTech company, we are constantly looking for ways to help automate processes for our clients. At each step of the advisor’s workflow, whether it is in relationship...
Data Management & Analysis Digital Platforms & Tools
7th April 2021
The InvestCloud platform was already a substantial player within the US market with international presence and plans to further expand globally. It now recapitalized at U$1 billion, led by its...
Client Engagement & Management Digital Platforms & Tools
1st April 2021
It comes as no surprise that in the 21st century, our lives are digital. Technology is enabling formerly complex systems and industries to become so much more functional. But where...
Client Engagement & Management Client Onboarding & Identity Verification
1st April 2021
InvestCloud Blue empowers wealth managers to build and maintain intuitive and responsive client relationships tailored for specific client bases. Blue digitises client onboarding, engagement, advice, reporting and management in cloud-based...
Investment Platforms & Tools Portfolio Build, Analysis & Reporting
1st April 2021
InvestCloud Black provides managers with robust portfolio analysis solutions that enable them to support their institutional clients who are measured on performance as well as to ensure consistency in performance...
Data Management & Analysis Digital Platforms & Tools
1st April 2021
InvestCloud Orange is a Digital Warehouse. With this product offering, InvestCloud has modeled the financial industry into a data model – arguably the hardest data challenge. InvestCloud Orange provides all participants...
Client Communications & Reporting Client Engagement & Management
31st March 2021
As the wealth and asset management industry transforms to digital, it is discovering what the rest of the digital world already knows: quality content is key. Why? Because quality content...
Client Engagement & Management Digital Platforms & Tools
30th March 2021
Company overview InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations...
Business Strategy & Advisory Client Engagement & Management
8th March 2021
Attitudes towards managing finances have changed dramatically in the past few decades for the majority of individuals and for the better. Even so, the gender gap within the industry continues...
Business Strategy & Advisory Market & Business Infrastructure
5th March 2021
Technology has rapidly become a key differentiator within the wealth management industry. Not only did Covid19 throw into sharp focus what was lacking, it also revealed what is possible and...
Client Communications & Reporting Digital Platforms & Tools
3rd March 2021
In 2021, digital communication is paramount in the dialogue between wealth managers and their clients, particularly the ability to communicate with empathy and consistency across multiple digital channels. Starting with...
Client Engagement & Management Data Management & Analysis
11th February 2021
Covid-19 has fundamentally and permanently changed the wealth management industry – evolving client demands and accelerating the need to go digital. Firms who continue to improve their digital offerings will...
2nd February 2021
LOS ANGELES, February 2, 2021 -- InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive...
2nd February 2021
I wanted to take this opportunity to share with you some exciting and industry shaping news. Today, we are pleased to announce a strategic merger between Finantix, Tegra118 and InvestCloud....
Digital Platforms & Tools Digital (Robo) Investing
20th February 2020
In this third video interview of three with InvestCloud, Mark Trousdale, Chief Growth Officer & EVP, provides us with his view on what the balance of people and digital in digital...
Client Engagement & Management Digital Platforms & Tools
13th February 2020
In this second video interview of three with InvestCloud, Mark Trousdale, Chief Growth Officer & EVP, provides us with his view on what roles gaming theory and decision theory have...
Digital Platforms & Tools Digital (Robo) Investing
6th February 2020
In this first video interview of three with InvestCloud, Mark Trousdale, Chief Growth Officer & EVP, provides us with his view on what are the pillars of building successful client...
For wealth managers, advisors and turn-key asset management programs (TAMPs), InvestCloud Digital Wealth apps are designed from the ground up to provide an intuitive and seamless experience for advisors and clients alike. Unlike hard-coded point solutions, InvestCloud Digital Wealth apps offer holistic truly solutions for wealth managers and advisors....
InvestCloud Digital Financial Planning is the only planning solution that offers advice across the spectrum – from self-directed through to UHNW advice. InvestCloud Digital Financial Planning includes life planning, goals-based planning, cashflow planning, tax planning and estate planning....
For manufacturers (asset managers) that create financial products and are looking to extend access to distributors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket is an Amazon™-like international cloud-based marketplace for financial products....
InvestCloud Black is an integrated, cloud-based performance and risk platform that has been designed to empower managers to better analyze their portfolios – simply and flexibly – across all asset classes. Black offers powerful tools to increase operational efficiency and streamline workflows related to portfolio analytics, while providing robust and......
Blue digitizes client engagement, onboarding, advice, reporting and management in cloud-based apps, giving investors a world-class digital experience and giving managers a comprehensive view of their clients. ...
Through the power of digital automation, Green lightens the load of investment operations, allowing the focus to shift to what you do best – serving your clients’ needs. With the strength of InvestCloud’s Digital Warehouse, accounting “conversions” are a thing of the past. This is a new era in information......
InvestCloud Orange has modelled the financial industry into a data model – arguably the hardest data challenge. InvestCloud Orange provides all participants in the financial markets with world-class digital warehousing, data management and technology solutions to better manage your business and harness operational efficiency. Orange apps provide a portal into that......
For private banks, global by nature, you and your clients have sophisticated needs, from asset class coverage to planning requirements. InvestCloud’s Private Banking Platform is a multi-country, multilingual and multi-currency solution that is simultaneously globally portable yet handles all local regulations and needs. Unlike hard-coded, single-country solutions, InvestCloud’s Private Banking Platform......
InvestCloud White is designed from the ground up to be an intuitive and seamless experience for clients and advisors alike. All tools are built on the same InvestCloud platform that has hundreds of apps for client communication, client automation (digital advice), client management, information warehousing, performance, billing, trading and accounting. InvestCloud......
The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.