InvestCloud
HQ Address
Pacific Design Center, 700 N, San Vicente Blvd, Suite G605, West Hollywood, CA 90069, United States
Website Address
Business introduction
Innovating the Future of Financial Technology
At InvestCloud, we do it by focusing on breakthrough technologies, enhanced intelligence, and inspired experiences
By bringing industry-leading expertise and razor-sharp focus to today’s challenges in equal measure to tomorrow’s. By unlocking the rich potential of data to fuel deep insights, on-point strategies, and confident decisions. By delivering meaningful solutions alongside our clients and partners, listening intently, and taking in diverse perspectives. And by uniting form, function and finance into uncommonly connected experiences shared by wealth professionals and their customers. Because when all these moving parts come together as one, a world of possibility opens up — for everyone.
InvestCloud Solutions
AdvantageFee
Advanced billing algorithms allow you to automate intricate calculations of complex fee structures. The core billing engine supports all three aspects of revenue management ⏤ delivering the most accurate view of “as-is” actuals, “as-of” accruals and “what-if” based forecasting. Built-in scenario guides help you anticipate the impact of new offerings,......
business needs
- Business Intelligence & Practice Management
- Market & Business Infrastructure
- Portfolio Build, Analysis & Reporting
APL Platform
The InvestCloud APL platform was built for times like these. Significantly expand your business with increased distribution for asset managers Accelerate the growth of managed accounts by expanding your investment product offering Eliminate the swivel chair and mitigate risk from fragmented systems Increase connectivity and technical simplicity APL and APL10: Building on a legacy. Leading......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Digital Wealth
Daily logins - 491,000 Daily API calls - 1.8 million Advisors using financial planning - 140,000 Industry-leading clients - 550+ Global Advisor experience Client experience Client-led planning Prospect experience Goals-based investing North America Advisor-led planning Onboarding Client trading EMEA and APAC Client experience Advisor experience Onboarding Client lifecycle management Portfolio manager Digital content Digital proposal Automated KYC PaaS ...
business needs
view solutionInvestCloud Advisor Solutions
InvestCloud Advisor Solutions provide a refreshing new way forward. Make smart connections between data and systems to ensure advisors have the precise information they need, clearly presented, and the ability to immediately act on it. Lean on built-in intelligence to proactively initiate tasks and alerts. Free the advisor’s mind to......
business needs
view solutionInvestCloud End-Client Solutions
Firms that elevate their digital strategy to deliver high-value guidance and nurture client goal attainment are earning high marks in client satisfaction, per a 2024 J.D. Power study.¹ We designed InvestCloud End-Client Solutions to create these leveled-up experiences in ways that help promote organic growth and client retention. Best of all,......
business needs
view solutionNaviPlan
Our NaviPlan solution covers every aspect of financial planning in a single platform. Identify and strategically address gaps in insurance, wealth, and legacy ⏤ all from one seamless tool. Increase operational efficiency and accuracy by automating complex calculations based on fresh models. Deepen client relationships, no matter the level of......
business needs
view solutionThe Private Markets Account
Our Private Markets Account, or PMA, enables advisors to integrate private market investments seamlessly into their discretionary client portfolios alongside public market securities — all within a single, unified platform. By joining the PMA Network, wealth managers also gain access to ‘off the shelf’ private markets models developed by leading alternative asset......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
