InvestCloud
Curated by SignalWealth management software suite streamlining operations for financial advisors.
About
InvestCloud is a company that offers a software suite aimed at wealth management, specifically designed for wealth managers and financial advisors. The platform incorporates various financial technology tools, such as customer relationship management (CRM) capabilities, portfolio management, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets major banks, wealth managers, and asset managers, focusing on the modernization of operations and enhancement of client engagement. InvestCloud's centralized platform facilitates financial product shopping and includes a no-code solution for customization. Additionally, it provides real-time data aggregation and compliance features, which support personalized advice and operational efficiency in a digital financial environment.
Key facts
- Founded
- 2010
- Headquarters
- West Hollywood, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
109 rolesSoftware Engineer
Bengaluru, Karnataka, India · On-site · Volunteer
Senior Business Analyst
Singapore, Singapore · On-site · Volunteer
Enterprise Security Architect
United States · On-site · Volunteer
