InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
External link for InvestCloud, Inc.
Yesterday, InvestCloud celebrated the launch of our new brand with multiple in-office events. Thank you to our team members for your continued dedication as we embark on this exciting next phase under the #WealthConnected vision. #InvestCloudProud
We’re thrilled to unveil our new brand, showcasing innovation, trust, and excellence in wealth management technology. Explore our new website to learn about our 'Wealth Connected' vision for the future. https://hubs.ly/Q02RDcZn0 #wealthconnected #investcloud #wealthtech
Proud to share that InvestCloud has been awarded 𝐁𝐞𝐬𝐭 𝐂𝐑𝐌 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐟𝐨𝐫 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 at this year’s The Digital Banker Global BankTech Awards! 🏆 This recognition for our Client Lifecycle Management (CLM) tool reinforces our commitment to delivering cutting-edge solutions that elevate the client experience. Want to see our CLM in action? Check out how we helped Rathbones streamline their processes and enhance their client relationships. Read the full success story here: https://lnkd.in/dKQB8TpP #AwardWinning #InvestCloud #WealthManagement #FinTech #CRM #CLM #DigitalTransformation #ClientSuccess
Congratulations to InvestCloud, Inc. on being awarded the 𝐁𝐞𝐬𝐭 𝐂𝐑𝐌 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐟𝐨𝐫 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 at the Global BankTech Awards! #BankTech24 #CRM #BankingTechnology #WealthManagement #WealthTech Andrea Pascual
Join us at The Wealth Mosaic CX Toolkit 2024 Roadshow in Zürich! 🇨🇭 Don’t miss out on a fantastic opportunity to explore the latest in CX strategies for the wealth management industry. Whether you’re looking to enhance client engagement or streamline onboarding, this event is designed to keep you at the forefront of innovation. https://lnkd.in/e_J7uS27 #InvestCloud #WealthManagement #CustomerExperience #FinTech #Innovation
Discover how InvestCloud’s Advantage Fee is transforming the billing process, automating complex calculations, and enabling firms to scale with precision. Dive into our latest article in our "Future of Fee Billing" series to learn how automation is driving growth and innovation. https://hubs.ly/Q02QDcsn0 #WealthManagement #FinTech #Automation #InvestCloud #AdvantageFee #FinancialServices #TechInnovation
At InvestCloud, we celebrate Hispanic Heritage Month by honoring the incredible contributions of the Hispanic and Latinx communities to our industry and culture. We're proud to work alongside talented professionals who drive innovation and excellence within our teams. #HispanicHeritageMonth #DEI #LatinxExcellence
🏌️♂️ Swing by Booth #615 at Future Proof ⛳️ Heading to #FutureProof at Huntington Beach? Don’t miss InvestCloud at Booth #615! Join us for a round of mini-golf, grab a refreshing drink, and take home a set of exclusive InvestCloud golf balls! Let's chat about how InvestCloud can elevate your business—while enjoying some sunshine and swings. See you there! ☀️ #InvestCloud #FutureProof #WealthTech #RIAs #FinTech #FutureProof2024
🌞 The future of wealth management is bright—and we’re bringing it to Huntington Beach! Meet us at Future Proof Festival 2024, where InvestCloud will showcase how we're revolutionizing client experiences for RIAs with our powerful digital platform. Stop by our booth #615 to see how we’re empowering the next generation of advisors. https://hubs.ly/Q02Py_MZ0 #FutureProof2024 #InvestCloud #WealthTech #WealthManagement #RIA
Eliminating Manual Inefficiencies: A Closer Look at Automation to Achieve Higher Alpha In our latest blog series, we explore how automation is revolutionizing fee billing processes, starting with InvestCloud's Advantage Fee solution. Manual inefficiencies can bog down your operations, leading to errors, delays, and unnecessary costs. By automating complex tasks like performance fee calculations and multi-currency transactions, Advantage Fee ensures precision and consistency across all your billing processes. This not only minimizes errors but also frees up valuable resources for strategic growth initiatives. 👉 Dive deeper: https://hubs.ly/Q02PlXrH0 #InvestCloud #AdvantageFee #Automation #FeeBilling #WealthManagement #Efficiency
What an incredible evening at last night’s WealthManagement.com Awards! 🎉 InvestCloud was thrilled to attend and sponsor this prestigious event, celebrating excellence in our industry. It was an honor to connect with so many inspiring leaders and innovators who are shaping the future of wealth management. A special highlight of the night? Sipping on our signature "Floating on InvestCloud 9" cocktail while celebrating the achievements of our peers! 🥂✨ Here’s to continued innovation, collaboration, and success in the wealth management space. #InvestCloud #WealthManagementAwards #InnovationInFinance