InvestCloud Unveils New Navy Apps for Pensions, Endowments and Foundations

Global fintech firm InvestCloud announced on Tuesday the launch of its new Navy apps for pensions, endowments, and foundations (PEF). According to the company, these upgrades to Navy enable informational power for better asset allocation through robust access, control, and entry apps, offering multiple views on multiple data types. It also provides extremely flexible maker, checker, authorizer workflows and unique Error Shield protection for stress-free data entry and impacts analysis.

InvestCloud noted that firms running Navy would be able to utilize InvestCloud’s Manager Fee Model Capture, a new app that captures the look-through fees of underlying managers and simplifies reporting in this area. Other new apps include Contributions & Donations, and Implied Private Premium. John Wise, co-founder and CEO of InvestCloud, stated:

“Digital is taking over the financial industry. Pensions, endowments and foundations are no different. In order to cater to the next generation of investors – as well as the current generation of digitally savvy investors – digital-first strategies are essential. Navy enables the PEF segment to achieve this, creating first-class digital experiences for clients.”

InvestCloud also explained that the newly released apps also allow the PEF market to create app dashboards mashing a variety of information types together to enable better decision-making. This in return provides a completely personalized digital experience for each client. Navy also includes robust board reporting enhanced by a digital portal accessible on any device, anytime, anywhere. Wise added:

“When information is digitalized, accurate and error-proof, your team can trust in the data they are evaluating, and focus on ideas instead of validating numbers. This is how InvestCloud enables new efficiencies in how PEF portfolios are managed and reported.”

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