Wealth management without limits.
Combining seamless integration, optimized efficiency, and robust trading capabilities, InvestCloud connects Wealth Managers with the tools to power client success and business growth like never before.
Combining seamless integration, optimized efficiency, and robust trading capabilities, InvestCloud connects Wealth Managers with the tools to power client success and business growth like never before.
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 client lifecycle from a single digital platform that seamlessly syncs data, tools, and processes together in one centralized, easy-to-manage hub.
Automate tasks, streamline workflows and build efficiencies across operations on the most trusted managed account platform in the industry — so you can spend less time on administrative items and more focus on higher-value objectives.
Harness real-time market data, analytics and research to inform and personalize portfolio strategies with the freedom to execute trades across asset types all from a function-rich, highly configurable, easy-to-use platform.
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.
Enable advisors with intuitive tools that streamline operations and optimize client engagement. From personalized trading to automated compliance, our solutions free up advisors to focus on growing their business and delivering best-in-class client service.
Advisor Experience
Client Lifecycle Management
Goals-Based Investing
Portfolio Manager
Deliver a seamless, digital-first experience that keeps clients connected and in control. With holistic wealth views and actionable insights, our End-Client Solutions foster deeper relationships and greater client engagement with every interaction.
Client Experience
Prospect Experience
Self-Directed Trading
Simplify complex portfolio management with flexible, data-driven solutions that give advisors control while maintaining essential compliance. Whether model-based or custom, our Managed Account Solutions help drive efficiency and growth.
APL
APL10
Provide clients with personalized, goal-oriented financial plans, from simple budgets to comprehensive estate planning. With automated insights and real-time adjustments, our financial planning solutions make planning smarter, faster, and more effective.
NaviPlan
Maximize efficiency and revenue with advanced fee management and trading solutions. Minimize revenue leakage, increase billing accuracy, and reduce operational risk. Our Enterprise Solutions support scalability, enabling wealth managers to expand their business while improving client service.
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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