In just over ten years, InvestCloud, a California-based startup, has expanded from a garage concept to a platform with over 550 direct clients and over $6 trillion in assets. Staff at InvestCloud represent the company's appreciation for both new ideas and well-honed expertise. InvestCloud is a group of businesspeople, operators, and creatives. The company, which operates out of Los Angeles, New York, London, Geneva, Tokyo, Hong Kong, Singapore, and Sydney, keeps a local viewpoint on a worldwide scale. The business development team at InvestCloud is dedicated to making sure that InvestCloud empowers its partners and clients.

Robust client-advisor communications are made possible via InvestCloud Digital Communication. Additionally, the creation of personalized experiences that can be watched on a desktop or mobile device from any location, at any time, and optimized and polished for an infinite number of personas is made possible by digital communication. InvestCloud's behavioral science products combine gaming and decision theory to motivate end users to continue taking an active role in their financial well-being. Additionally, the platform uses AI that has been trained on past data to provide personalized suggestions for goods and activities within a client portfolio. You can't afford to be the same as your competitors. Any wealth manager, advisor, or platform, no matter how big or small in the world, can use InvestCloud's digital communication apps while offering their clients and staff first-rate, unique, and compassionate experiences.

Digital Planning

The foundation of your service for many banks, insurance companies, broker-dealers, and wealth managers is the provision of insightful financial advice. The only planning tool that provides guidance at every level, from self-directed to UHNW, is InvestCloud Digital Planning. Life planning, goal-based planning, cash flow planning, tax planning, and estate planning are all included in InvestCloud Digital Planning.

Financial services companies of all sizes can enable any adviser type—whether they offer sophisticated cashflow planning, straightforward goal-based planning, or other planning services—with InvestCloud Digital Planning's diverse range of user experiences. The top four international insurance companies, eight of the top ten North American banks, and nine of the top ten North American broker-dealers all have faith in InvestCloud's Financial Planning apps. Millions of investors and more than 140,000 advisers are served by InvestCloud's planning platform together.

Financial Supermarket

InvestCloud's Financial Supermarket is a digital, global, cloud-based marketplace for financial goods for asset managers who develop financial products and want to increase access to advisors globally (wealth managers, broker-dealers, and TAMPs) through a single platform. The InvestCloud Financial Supermarket facilitates the seamless integration of manufacturers into InvestCloud's extensive distribution network while also providing wealth managers, broker-dealers, and TAMPs with unrivaled access to a marketplace dedicated to financial products. Unmatched access to a constantly growing selection of financial products, which enables advisers to offer their clients the best possible service and diversity.

Simple access to the largest distribution network in the market, which includes advisor networks and other asset managers. Numerous custodians, trading interfaces, asset managers, broker-dealers, wealth managers, and asset managers have pre-integrated with InvestCloud's Financial Supermarket. Eight of the top ten global asset managers, seven of the top ten SMA distributors, seven of the top ten SMA managers, and seven of the top ten managed account sponsors are all affiliated with InvestCloud.

NaviPlan by InvestCloud

With additional user journeys and AI-driven personalization, NaviPlan by InvestCloud upgrades handle the most complicated needs of high-net-worth individuals while offering greater financial planning coverage across the wealth spectrum. In order to better serve the most complex needs of high-net-worth individuals (HNWIs), InvestCloud, the global leader in digital transformation for the financial industry, today announced the addition of 80 new features to its digital planning tool NaviPlan. Additionally, the update incorporates NaviPlan even more into the InvestCloud Digital Warehouse, combining all client and financial data to assist goal-based plans' smooth transition to cashflow planning with AI-driven, tailored recommendations.

For clients in the US and Canada, the expanded product offering expands capabilities to include the most complicated planning scenarios, such as insurance and equity compensation planning, estate and trust planning, and more. Probate fee computation, more estate surplus planning scenarios, and enhancements to top tax planning software are some of the major new features. The core InvestCloud product team collaborated with NaviPlan super-users to drive the product improvement roadmap, taking advisor feedback and a client-centric design strategy into account.

"The majority of financial planning software available today still takes a cookie-cutter approach that is unduly focused on retirement, ignores the numerous other life goals that clients have, and falls short of providing each individual with truly personalized and extremely unique planning," stated John Wise, CEO of InvestCloud. "We included our clients in the process of developing new products, focusing on behavioral science and design, to make sure NaviPlan could assist end users even more in achieving their most complicated financial requirements and life objectives. This gives advisers a single way to help clients as their wealth increases and their financial requirements get more complex throughout the course of their wealth journey.

About the leader behind the success of InvestCloud in his own words

The ingenuity, creativity, and invention that occur here on a daily basis is why I adore InvestCloud. We have developed a platform that gives investors of all stripes unmatched access to top-notch data. Our firm was founded with the goal of enabling all employees, from engineers to salespeople, to pursue their dreams. This is evident in the range of goods and services we have created and are creating. At InvestCloud, I'm quite proud of the job we accomplish for our clients. In my experience developing businesses that harness the power of information, this is the best chapter to date. John Wise, Co-Founder and CEO

"We are revolutionizing the operations of the biggest banks, wealth managers, and asset managers globally with our cloud-native and multi-tenanted system.”