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Manning & Napier Selects InvestCloud to Lead Digital Transformation

Manning & Napier, Inc., announced it has selected InvestCloud to lead the firm’s digital transformation. The firm will utilize InvestCloud’s full suite of applications, ranging from back-office operations to client-facing websites. The multi-phased conversion will focus on enhancing the digital client experience, streamlining back-office processes, and centralizing performance data and reporting.

Since the founding of Manning & Napier in 1970, the firm has focused on helping clients achieve their long-term financial goals while delivering exceptional service. As it celebrates its 50th anniversary, the firm continues to evolve and accommodate the growing demand for a more personalized client experience.

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“Partnering with InvestCloud allows us to future-proof our technology,” commented Chris Briley, Manning & Napier’s Chief Technology Officer. “As the world becomes more digital, the desire for clients to access financial planning tools and interact with their advisor electronically continues to grow. We have a responsibility to integrate these technologies in order to deliver the best possible experience for our clients and partners. Additionally, as part of the InvestCloud implementation, we will substantially re-engineer many of our business processes, which will allow us to meaningfully improve efficiencies over time.”

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“InvestCloud is delighted to partner with Manning & Napier to implement the full stack of apps on the InvestCloud Digital Platform,” said John Wise, InvestCloud’s Co-founder, CEO and Chairman. “The InvestCloud platform will benefit Manning & Napier greatly by improving operational efficiency from front to back, while also providing exceptional client-centric experiences. InvestCloud’s Digital Platform is hyper-modular by design, with the greatest value-add coming from using the full power of the platform – deploying more of the apps and embracing AI and Behavioral Science to create a truly differentiated digital solution.”

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