InvestCloud

InvestCloud is a digital transformation platform for the financial services industry, offering digital wealth services and APL network access. It's a modular, scalable technology foundation for delivering the best digital experience across the wealth continuum.

InvestCloud increases productivity and engagement through modern digital experiences for advisors and their clients. Digital wealth solutions include advisor-led planning, client experience, client-led planning and self-directed trading. The APL network offers portfolio management, trade execution, accounting and performance measurement. The platform also includes features like portfolio management, home office trading, rebalancing and billing.

The platform takes a different approach to digital transformation, using design, gaming theory, decision theory and data science to drive user engagement. It's modular and extensible to integrate with certified systems and tools. It's designed for the cloud from the start, with massive scale and security.

InvestCloud also has a digital warehouse that consolidates and normalizes multiple data sources and connects to the industry's largest network, including 150+ leading asset managers and 60+ custodians and sponsors. It's backed by 30+ years of deep industry knowledge.

The platform is designed for financial services firms of all sizes, with the goal of increasing productivity and engagement across the wealth continuum. InvestCloud is used by many top banks and broker-dealers for its financial planning software.

Pricing isn't disclosed. To see the platform and its services firsthand, you can request a demo. InvestCloud's cloud-based platform is designed to accommodate the wide range of needs in the financial services industry, offering a broad range of tools and services to improve user experiences.

Published on August 4, 2024