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 focus on high-value work. Work that drives organic growth, deepens client relationships, and enables them to take on even more accounts without missing a beat.

Our Advisor Solutions work seamlessly with our End-Client Solutions to sharpen advisor-client collaboration, energize engagement, and simplify administrative tasks on both sides of the table.

Sharpen Advising Precision 
Client and advisor data from an assortment of distinct systems comes together into one dynamic view ⏤ the most complete picture of the client’s whole wealth world. Intelligence that was once hidden now rises to the surface to shape timely, hyper-personalized advisor-client collaboration. 

Increase Revenue Potential
From providing seamless access to alternative investments, to improving 
lead generation and prospect-to-client conversion, our solutions clear a path to more growth opportunities. Time-saving features like automated workflows and pipeline management reduce the cost of service.

Advisor Solutions Product Suite

• ic | Advisor Experience
• ic | APL10 Rep-Directed Trading
• ic | Automated KYC
• ic | Client Lifecycle Management
• ic | Digital Proposal
• ic | Onboarding
• ic | Portfolio Manager