The go-to WealthTech for Broker-Dealers.
Smart, simple, seamless, and scalable, InvestCloud empowers Broker-Dealers to take operational efficiency, relationship building, and business growth to a whole new level.
Smart, simple, seamless, and scalable, InvestCloud empowers Broker-Dealers to take operational efficiency, relationship building, and business growth to a whole new level.
Expand business offerings, deepen client relationships and enrich the advisor experience to drive organic growth and generate new revenue opportunities.
Simplify, manage, and optimize the entire wealth lifecycle from a single digital platform that seamlessly connects data, tools, and processes together in one centralized, easy-to-manage hub for both advisors and clients.
Eliminate manual tasks, streamline disjointed processes, and automate workflows on the most trusted managed account platform in the industry — so you can spend less time on administration and more on advising.
Harness real-time market data to inform and personalize strategies, execute trades across asset-classes, and sync portfolio management from end to end — all from a function-rich, highly configurable platform that makes it all effortless.
Custom-build and right-size your platform from a modular and adaptive suite of solutions designed to meet your 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.
Equip advisors with powerful tools designed to streamline their trading, proposal creation, and client servicing. Our Advisor Solutions enhance operational efficiency and enable advisors to deliver personalized, tax-aware strategies, helping them grow their client base while focusing on relationships.
Advisor Experience
APL10 Rep-Directed Trading
Provide clients with a seamless, intuitive experience through our End-Client Solutions. Empower them with real-time access to their portfolios, personalized insights, and self-service options, all while strengthening their connection with their advisor.
Client Experience
Intermediary Experience
Onboarding
Prospect Experience
Self-Directed Trading
Boost portfolio management with flexible, scalable Managed Account Solutions. Whether supporting discretionary or model-based trading, our platform ensures operational efficiency, seamless integration, and full customization for personalized wealth management.
APL
APL10
Simplify financial planning with solutions tailored to meet clients’ diverse needs. From basic budgeting to complex estate planning, our Financial Planning Solutions automate workflows, allowing advisors to offer proactive, personalized advice that drives long-term success.
NaviPlan
Streamline fee management and trading with automated workflows that reduce costs and operational risk. Our Enterprise Solutions support high scalability, enabling broker-dealers to grow their business while improving efficiency and accuracy in both billing and trade processes.
AdvantageFee
TradeFlow
A more connected wealth experience awaits. It all starts with a 30-minute, no obligation consultation. Schedule yours today.
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