The platform of choice for TAMPs.
With tech-forward design, flexible configuration, and effortless integration with existing systems, InvestCloud enables TAMPs to deliver a white-label digital wealth experience sure to wow advisors and clients alike.
With tech-forward design, flexible configuration, and effortless integration with existing systems, InvestCloud enables TAMPs to deliver a white-label digital wealth experience sure to wow advisors and clients alike.
Expand business offerings, deepen client relationships, and enrich the advisor-customer wealth experience to drive organic growth and generate new revenue opportunities.
Replace outmoded, piecemeal solutions with a single, state-of-the-art integrated platform that syncs data, tools, and processes together and seamlessly integrates with existing systems.
Eliminate manual tasks, link disjointed systems, and automate workflows all on the most trusted managed account platform in the industry — so you can spend less time on administrative upkeep and more time prospecting new business.
Leverage real-time market data, execute strategy-driven trades, and streamline the entire portfolio management lifecycle, with access to the industry’s most expansive trading network for managed accounts, including 150+ leading asset managers.
Customize and right-size your platform from a modular, configurable solutions suite designed to easily complement existing systems 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 technology that integrates seamlessly with their existing systems. Our Advisor Solutions offer configurable, white-labeled tools that enhance client servicing and streamline operations, allowing advisors to focus on delivering value and growing their business.
Deliver a consistent, branded experience that keeps clients engaged and informed. Our End-Client Solutions provide a unified platform where clients can easily view and manage their financial life, improving satisfaction and strengthening advisor-client relationships.
Client Experience
Intermediary Experience
Onboarding
Prospect Experience
Self-Directed Trading
Boost portfolio management with scalable, integrated Managed Account Solutions. Our platform supports a wide range of strategies and asset classes, offering flexibility and efficiency to meet the evolving needs of advisors and their clients.
APL
APL10
Simplify complex financial planning with our fully integrated, automated solutions. Whether for cash flow planning or estate management, our tools help advisors provide tailored financial plans that adapt as clients’ needs evolve.
NaviPlan
Integrate our fee management and trading tools seamlessly with your existing systems to drive operational efficiency and scalability. Reduce operational risk, improve billing accuracy, and enhance advisor support to enable long-term growth for your 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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