Articles from InvestCloud

InvestCloud, a global leader in wealth technology, today announced a founding partnership with Apollo (NYSEAPO) to activate the Private Markets Account Network (PMA Network), which was launched with the first-of-its-kind Private Markets Account (PMA) in December 2024. Only available from InvestCloud, the PMA combines public and private assets within a single, unified platform to enable a seamless wealth management experience for financial advisors and their clients.

InvestCloud, a global leader in wealth technology and First American Bank (FAB), a regional financial institution with $7 billion in assets under management and 61 locations across Illinois, Wisconsin, and Florida, announced a strategic partnership to modernize FAB’s digital wealth management platform. This collaboration aims to significantly enhance client engagement by providing clients, prospects, wealth advisors, and relationship managers with a unified technology platform offering tailored insights and comprehensive support.

InvestCloud, a global leader in wealth technology, today unveiled the Private Markets Account™ (PMA), driving a transformation in the wealth management industry through an innovative managed accounts offering that enables easy and convenient management of alternative investments (alts) alongside traditional investments for wealth management firms across the country.

InvestCloud, a global leader in wealth technology, announced a strategic partnership with Registered Investment Adviser (RIA) Evoke Advisors (Evoke) to transform their digital experience. With InvestCloud’s Client Experience, Evoke's clients, prospects, and third-party intermediaries will benefit from a significantly elevated and differentiated branded experience that features powerful, data-driven visualizations catering to the firm’s exclusive clientele.

InvestCloud, a global leader in wealth technology, today announced a new strategic direction that uniquely positions the company to enable clients and advisors to drive differentiated financial outcomes for customers. The updated strategy is reflected in the company’s new brand identity and further accentuated in its tagline, Wealth Connected™.

InvestCloud, a global wealth and asset management solutions provider, successfully launched its Client Lifecycle Management (“CLM”) platform in partnership with Rathbones Group Plc (“Rathbones”), a leading UK wealth manager. By leveraging InvestCloud’s single modular solution, Rathbones benefits from differentiated digital capabilities that will enhance the Group’s client onboarding and servicing experience.

InvestCloud, a global provider of wealth and asset management solutions, announced a partnership with Buckingham Strategic Wealth and Buckingham Strategic Partners (“Buckingham”), SEC-registered investment firms, to transform their financial advisor experience. With InvestCloud’s Advisor Experience, Buckingham advisors will benefit from differentiated digital capabilities, including the seamless integration of multiple systems, that will drive dramatic increases in advisor productivity and elevate the experience they deliver for clients.

InvestCloud, a global provider of wealth and asset management solutions, has been named to the annual list of the World’s Top Fintech Companies in recognition of its consistent delivery of fintech innovation. The list, which is compiled by CNBC and independent research firm Statista, identifies industry innovators leading disruption in fintech.

InvestCloud, a global provider of wealth and asset management solutions, today announced the appointment of Shawn Donovan as Chief Revenue Officer (“CRO”), responsible for the company’s sales and account management strategy globally with a key focus on enhancing value creation and delivery for clients. This announcement further underscores InvestCloud’s commitment to leading the digital transformation of wealth, strengthening the client experience and accelerating growth, as the company supports more than $6 trillion in assets under management across its platforms.

InvestCloud (or “the Company”), a global provider of wealth and asset management solutions, today announced the appointment of Jeffery W. Yabuki (“Jeff”) as Chairman and CEO. In this role, Jeff will lead InvestCloud’s strategy and operations, with a key focus on excellence of client delivery. Jeff’s leadership will further empower InvestCloud’s clients and partners with its scalable technology platform. The Company is backed by Clearlake Capital Group, L.P. (together with certain of its affiliates, “Clearlake”) and Motive Capital Management, LLC (together with certain of its affiliates, “Motive Partners”), which together recapitalized the business in 2021.

InvestCloud, a global wealth management software leader, today announced the appointment of James Young as its Chief Information Officer ("CIO”), responsible for the company’s technology strategy, product development, and operations. The announcement comes on the heels of a number of senior leadership appointments, as InvestCloud continues to redefine the future of wealth and serve a large global client base, supporting more than $6.4 trillion of assets under management across its platforms.

InvestCloud, the global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry, today announced the appointment of Heather Bellini as President and Chief Financial Officer, leading finance, legal, HR and business operations.

InvestCloud, the global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry, today announced that Chief Executive Officer John Wise has left the Company. Richard Lumb, a current director on the InvestCloud Board of Directors and experienced leader in the financial services industry, has been appointed interim Chief Executive Officer. The Board also has initiated a comprehensive search for a permanent Chief Executive Officer.

InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, has today announced the release of the next evolution of InvestCloud White, called InvestCloud White FMB+. The new product offering includes integrated front, middle and back-office InvestCloud solutions, plus simple multi-channel wealth management services to provide comprehensive tools to advisors and other wealth managers.

InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, today announced partnerships with leading asset managers, AssetCo and Westwood Group to innovate the digital distribution of financial products and strategies. Launching in the US initially, the partnership lays the foundation for both AssetCo and Westwood to tap into new markets through the InvestCloud platform’s global reach.

InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, today announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology into the InvestCloud Financial Supermarket™. The integrated offering expands the products, strategies and tax optimization options available to advisors to seamlessly discover and add to client portfolios, optimizing for tax at a time when maximizing returns is paramount.

In a move that underscores their prioritization of Digital Planning, InvestCloud, the global leader in digital transformation for the financial industry, has appointed Michael Roth to President of Digital Planning. In combination with their leading digital solutions for communication, shopping and selling, the company continues to invest in its suite of financial planning solutions across the entire wealth spectrum.

InvestCloud, the global leader in financial digital transformation, today announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology. Huntington is a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179 billion asset regional bank holding company headquartered in Columbus, Ohio.

InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further support the most complex needs of high-net-worth individuals (HNWIs). The upgrade also further integrates NaviPlan into the InvestCloud Digital Warehouse, aggregating all client and financial data to seamlessly support the transition of goal-based plans to cashflow planning with AI-driven personalized recommendations.

InvestCloud, the global leader in digital transformation for the financial industry, today announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients.

InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s largest discretionary wealth managers, to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.

InvestCloud, a global leader in digital transformation, today announced it is partnering with Ameriprise Financial (NYSEAMP) to offer personalized financial advice to users of its corporate financial wellness and life-planning solution, Pink.