Power a richer wealth experience.
From prospecting to portfolio management to client engagement, InvestCloud’s tech-forward platform empowers Private Banks to deliver on the elevated wealth experience high-net-worth clients demand.
From prospecting to portfolio management to client engagement, InvestCloud’s tech-forward platform empowers Private Banks to deliver on the elevated wealth experience high-net-worth clients demand.
Expand business offerings, deepen client relationships, and enrich the overall wealth experience to drive organic growth and generate new revenue opportunities.
Eliminate manual processes, automate workflows, and enhance efficiency from a single integrated platform that seamlessly syncs tasks, tools, and teams together — freeing you to focus on what matters most: Serving your clients.
Replace fragmented journeys with a connected, scalable, state-of-the-art digital platform that delivers the modern, personalized, high touch experience your high-net-worth clients expect — and deserve.
Create digital proposals and personalized client strategies — all from a single, compliant, configurable platform that can be tailored to meet the needs of higher net worth clients.
Custom-build and right-size your platform from a modular and adaptive solutions suite designed to meet your current business needs in the moment 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 pioneering tools designed to deliver personalized, premium services for high-net-worth clients. Our platform streamlines prospecting, portfolio management, and client engagement, allowing advisors to focus on growth and relationship-building.
Advisor Experience
Onboarding
Portfolio Manager
Deliver a seamless, personalized client experience that exceeds expectations. Our solutions provide clients with a holistic view of their wealth, real-time insights, and digital tools that keep them connected and engaged with their financial advisors and relationship managers.
Client Experience
Prospect Experience
Optimize portfolio management with flexible, scalable solutions tailored for high-net-worth clients. Whether it’s tax-aware trading or alternative investments, our platform offers full customization to meet the unique demands of every client.
APL
APL10
Deliver comprehensive financial planning that spans the simplest to the most complex client needs. Our automated tools provide clients with tailored insights and proactive planning, allowing for real-time adjustments and long-term financial success.
NaviPlan
Deliver seamless, high-touch client experiences while optimizing back-office operations. Our fee management and trade processing tools enhance operational efficiency, reduce risk, and allow private banks to focus on delivering superior service to high-net-worth clients.
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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