InvestCloud

HQ Address

Pacific Design Center, 700 N, San Vicente Blvd, Suite G605, West Hollywood, CA, 90069, United States

Website Address

www.investcloud.com

Connect with InvestCloud
Business introduction

We are a California founded company that has grown from an idea in a garage to a platform with 670 clients & over $1.7 trillion assets in just 7 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, San Francisco, Tampa, Toronto and Bengaluru. Our business development team is committed to ensuring our clients and partners feel empowered with InvestCloud.

300+ Apps. Be Different. Be Digital

7,000+ user experiences with our ever-expanding library of apps
 

The InvestCloud "Periodic Table of Financial Apps" is an organizing tool to visualize the range and breadth of our apps. We have a Lego-like™ approach to client needs - combining specific apps within our platform to create key products as well as custom solutions.

InvestCloud Solutions

InvestCloud Black

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......

business needs
view solution

InvestCloud Blue

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.   ...

business needs
view solution

InvestCloud Green

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......

business needs
view solution

InvestCloud Orange

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......

business needs
view solution

Subscribe to our newsletters

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.

Please sign up to see more

Sign up or login