Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
Today the InvestCloud platform supports some of the largest banks in the world with substantial assets. Its clients manage over $6 trillion in AUM, and including seven of the top 10 broker-dealers, nine of the top 12 asset managers, alongside and hundreds of wealth managers and advisers worldwide.
Clients and analysts have recognized InvestCloud as the leading provider of trusted technology to the worldwide financial industry. Applying deep sector knowledge, we empower wealth managers, insurers and banks to digitally and intelligently engage with customers and provide insightful and compliant advice. By injecting artificial intelligence into a comprehensive yet modular, API-first platform, our proven technology enables holistic customer intelligence, sales and servicing productivity and individualized omni-device experience.
InvestCloud allows managers to create entirely unique experiences for each client, which continuously evolves to fit investor needs. It allows wealth managers to get a whole view of their clients – instantaneously and at scale – providing unparalleled service that is involved, intuitive, and individualized.
This is implemented via InvestCloud’s patented Programs Writing Programs (PWP) technology, which allows one business analyst or designer to do the work of more than 50 programmers.Â
