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 empowers private banks to leverage best practices globally, delivering a personalized digital banking journey while dramatically reducing costs and inefficiencies, whether the customer touchpoint is adviser-led, collaborative, or self-service.

InvestCloud Private Banking is enterprise-grade yet hyper-modular, transforming functional transactions into rewarding and repeatable interactions based on deep customer insight and frictionless process, consistently and compliantly. InvestCloud Private Banking also drives front office, adviser, investment officer and compliance productivity.

• Client Portal
• Adviser Center
• CRM
• AI Next Best Action
• Digital Content Management
• Automated KYC
• Meeting Assistant
• Digital Proposal Management
• Investment Office Cockpit
• ESG Investing
• Credit Origination
• Client Lifecycle Management

InvestCloud Private Banking enables private banks worldwide to service clients at all income levels, across the full wealth spectrum, with one single, scalable, hyper-modular and flexible platform.