You manage assets.
We’ll help manage the rest.
Because every extra minute spent with clients counts, InvestCloud helps Asset Managers make easy work of trades and portfolio management — so you can focus on the business of building relationships.
Because every extra minute spent with clients counts, InvestCloud helps Asset Managers make easy work of trades and portfolio management—so you can focus on the business of building relationships.
Leverage the industry’s most expansive trading network for managed accounts that allows seamless access and product distribution to 60+ custodial connections to multiply client options.
Simplify, manage and optimize the entire client lifecycle from a single digital platform that seamlessly syncs data, tools, and processes together in one centralized, easy-to-manage hub.
Harness live market data, analytics, and research to inform portfolio strategies and manage the entire trading lifecycle — from execution and distribution through performance and billing — with seamless efficiency.
Expand business offerings, deepen client relationships and enrich the wealth experience to drive organic growth and unlock new revenue opportunities.
Custom-build and right-size your platform from a modular and adaptive suite of solutions designed to meet your current business needs and fluidly scale with future growth.
The InvestCloud platform is modern, modular, smart, and scalable. Designed to help you optimize the way you serve your clients.
Empower advisors with a unified platform designed for efficiency and growth. Our Advisor Solutions streamline trading, portfolio management and client servicing, allowing advisors to focus on expanding their business and deepening client relationships.
Advisor Experience
Client Lifecycle Management
Portfolio Manager
Deliver a transformative experience that keeps clients both informed and engaged. With our End-Client Solutions, wealth managers can offer a seamless, digital-first interface that provides holistic wealth views and personalized insights.
Client Experience
Intermediary Experience
Onboarding
Prospect Experience
Optimize portfolio management with our flexible Managed Account Solutions, built to support both model delivery and discretionary trading. With access to an expansive trading network, asset managers can streamline operations and scale with ease.
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Enhance operational workflows and improve revenue collection with automated fee computation and post-trade processing. Our Enterprise Solutions reduce operational costs, minimizes risk, and ensures faster revenue collection, enabling asset managers to scale efficiently.
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TradeFlow
A more connected wealth experience awaits. It all starts with a 30-minute, no obligation consultation. Schedule yours today.
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