🇨🇭 Happy Swiss National Day! Today, we celebrate Switzerland’s rich heritage and its commitment to quality and innovation, principles that also guide us at InvestCloud. Here’s to the Swiss spirit of excellence and precision! #SwissNationalDay #InvestCloud #Innovation
InvestCloud, Inc.
Financial Services
West Hollywood, CA 38,236 followers
Powering the Digital Transformation of the Financial Services Industry.
About us
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalization and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). Named a World’s Top Fintech Company by CNBC, InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in Los Angeles, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, India, Japan, and Australia.
- Website
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http://www.investcloud.com
External link for InvestCloud, Inc.
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- West Hollywood, CA
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Investment Management, Wealth Management, Hedge Funds, Institutional Investors, Family Office, Financial Technology, Digital Experiance, Digital Warehouse, and Asset Management
Locations
Employees at InvestCloud, Inc.
Updates
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Maximize your operational efficiency with InvestCloud's APL. Our advanced platform not only supports seamless integration but also boosts advisory performance, allowing you to deliver exceptional service to your clients. Discover the benefits of APL and how it can transform your practice today. https://lnkd.in/dJ4mpNvp #operationalefficiency #assetmanagement
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The right technology empowers advisers to focus on their clients by streamlining productivity, consolidating data, and enabling true personalization at scale. Explore how InvestCloud's Digital Wealth platform transforms these challenges into opportunities for growth and exceptional client service: https://lnkd.in/dkGrqN9z #WealthManagement #InvestCloud #Efficiency #DigitalTransformation
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In today’s competitive landscape, delivering personalized financial advice is crucial. InvestCloud's Digital Wealth solutions empower advisors to provide customized, data-driven advice at scale. Enhance your client relationships and stand out in the market. Explore our products and see how we can help you achieve your goals. #wealthmanagement #digitalwealth #investcloud https://lnkd.in/dXCzqheQ
Our Products
https://investcloud.com
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Meet the future of financial services. Our solutions drive digital transformation for leading firms around the world. Discover why top financial institutions trust InvestCloud to deliver superior results and how we can help your business thrive in a digital-first world. https://hubs.ly/Q02HkvhV0 #InvestCloud #DigitalTransformation #FinancialServices #WealthManagement
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InvestCloud is partnering with Buckingham Strategic Wealth to revolutionize the financial advisor experience! Our advanced Advisor Experience boosts productivity and enhances client engagement with seamless digital capabilities. "Partnering with one of the largest RIAs in the country is a strong proof point of the integrated advisor experience we have architected to increase advisor efficiency, enable a seamless digital experience, and ultimately deliver greater value to our clients" -Kapin Vora, President, Digital Wealth North America at InvestCloud Learn more about our partnership and the differentiated experience we’re delivering: https://hubs.ly/Q02GW2G90 #InvestCloud #BuckinghamStrategicWealth #WealthManagement #AdvisorExperience #Innovation #PressRelease
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InvestCloud Named to CNBC’s World’s Top FinTech Companies 2024! We are proud to announce that InvestCloud has been named to the CNBC World’s Top FinTech Companies 2024 list. This recognition underscores our commitment to delivering innovative, technology-driven financial solutions that enable our clients’ success. Read more about our recognition and how InvestCloud is driving the digital transformation of financial services: https://hubs.ly/Q02G8ZLt0 #InvestCloud #Fintech #Innovation #CNBCTopFintech #FinancialServices #Technology #Award
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Financial services firms that invest in personalized client engagement strategies, such as using AI-driven analytics to tailor services to individual client needs, see higher retention rates. Personalized communication and services are key to building long-term client relationships. https://lnkd.in/dKgk28Kc
2024 Financial Services Outlook
deloitte.com
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🎆 Happy Fourth of July from InvestCloud! 🇺🇸 As we celebrate the birth of our nation, we honor the spirit of innovation, freedom, and unity. At InvestCloud, we are proud to contribute to this legacy by driving technological advancements that empower financial institutions and advisors. Whether you're enjoying fireworks, barbecues, or spending time with loved ones, we wish you a joyful and safe Independence Day! #happyfourth #independenceday
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Join us at the Owen James WealthTech Matters The Adviser event! InvestCloud's Alessandro Tonchia will be speaking at a TechTalk session on Suitability and Advice: Protecting clients and optimizing their experience. 🗓️ Date: Today ⏰ Time: 9:25am - 9:55am BST Alessandro will share how to enhance client protection and optimize their experience through cutting-edge solutions. See you there! https://lnkd.in/e5rpGnUX #WealthTech #FinancialAdvice #ClientExperience #InvestCloud #OwenJamesEvents