Global fintech firm InvestCloud announced on Thursday it was selected by MASECO Private Wealth to provide client and advisor portals to the company’s UK/U.S. customers. InvestCloud reported it would deliver comprehensive client communication and reporting capabilities, which includes the automation and consolidation of client reports online.
“MASECO was designed to bring a sophisticated service to help Americans living overseas. We deal with complex situations and our clients’ needs are demanding, requiring custody of assets to be managed on multiple platforms. So, we sought a solution that served our business but would also assist client engagement and give each client a clear picture of all their assets. InvestCloud will allow us to do this with ease and flexibility.”
MASECO is described as an innovative, forward-thinking wealth firm catering to professionals and entrepreneurial wealth creators. Will Bailey, Executive Vice President for Europe and Innovation at InvestCloud, added:
“MASECO is a great customer for InvestCloud. It is a forward-looking and innovative firm that serves clients who have high expectations of the online customer experience. Together, we can help MASECO provide a rich, integrated digital experience to its customers, while also realizing the operational benefits of digital transformation within its own business.”
The collaboration with MASECO comes just after InvestCloud announced the launch of its new Navy apps for pensions, endowments, and foundations (PEF).