InvestCloud

The new app, for which Apex Fintech Solutions was also integral, enables a mobile-first investment experience for Latin American affluent and…

AssetCo and Westwood Holdings Group become premier partners of the InvestCloud Financial Supermarket (FSM). The partnership brings international…

55ip’s integration onto the InvestCloud Financial Supermarket furthers InvestCloud’s mission to transform the industry, through scalable…

New lead role for Digital Planning marks InvestCloud’s continued investment to support financial planning from self-directed to high-net-worth…

NaviPlan by InvestCloud enhancements provide increased financial planning coverage across the wealth spectrum – addressing the most complex needs…

InvestCloud, the global leader in financial digital transformation, unveiled InvestCloud X – its most significant product innovation yet. InvestCloud…

Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth…

Motive Partners and Clearlake Capital Invest in Growth in Next Generation SaaS Wealth Solutions Platform with InvestCloud Funds advised by Motive…

Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office…

Global FinTech firm will provide digital client communication, automation and management capabilities Leading independent wealth management group …