Tagged: investcloud

Fintech BUNKER Selects InvestCloud to Launch Digital App, Providing Access to US Investment Markets for HNWIs in LatAm

InvestCloud, the global firm focused on digital transformation for the financial industry with over $6 trillion in assets, has been selected by BUNKER, a US-based fintech seeking to democratize access to the US markets for Latin Americans, “to help launch a pioneering mobile-first digital investment… Read More

Digital Transformation Firm InvestCloud Introduces White FMB+

InvestCloud, the global player focused on digital transformation for the financial industry with over $6 trillion in assets, has 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,… Read More

InvestCloud’s Find My Advisor Experience Introduced by Huntington National Bank

InvestCloud, which claims to be the global leader in financial digital transformation, 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… Read More

InvestCloud Introduces New Features for NaviPlan, a Financial Planning Software Solution

InvestCloud, which claim to be the global leader in digital transformation for the financial industry, announced 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… Read More

Eagle Life Insurance Company Teams Up With InvestCloud

Eagle Life Insurance Company, a provider of fixed and index annuities, has announced that it is teaming up with InvestCloud, a key player in digital transformation, “to offer access to product details about its fixed index annuities (FIAs) via the InvestCloud platform.” Via the InvestCloud… Read More

InvestCloud Assists Rabobank with Providing Financial Planning Services

InvestCloud, which claims to be the international leader in digital transformation for the financial industry, recently announced that it is supporting Rabobank, one of the Netherlands’ largest banks, in order “to provide digital financial planning for all its customers, from private banking to retail clients.”… Read More

Oppenheimer Introduces Investor Gateway, a Wealth Management Tech Platform

Oppenheimer & Co. Inc., an investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – has announced the launch of the Investor Gateway, an interconnected and “intuitive” wealth management tech platform. As mentioned in the update, Oppenheimer completed the buildout of the… Read More

Fintech InvestCloud Introduces InvestCloud X, a Digital Communication, Planning, and Shopping Solution

InvestCloud, the international leader in financial digital transformation, has introduced InvestCloud X – its most “significant” product innovation yet. As mentioned in a release, InvestCloud X is three products packaged into one: a Digital Communication platform streamlining the way advisors interact with customers, a Digital… Read More

Global Fintech InvestCloud Chosen by BNP Paribas Wealth Management to Offer CRM, Client Lifecycle Management

InvestCloud, a global Fintech company that designs and creates financial software for established banks, wealth managers and asset managers, has been chosen by BNP Paribas Wealth Management to offer Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and “nurturing” high-net-worth (HNWI)… Read More

Financial Management: Fintech InvestCloud Launches Wealth Advisor Platform by Japan’s Largest Bank, MUFG

InvestCloud, a global Fintech company serving large banks, wealth management platforms and fund managers, revealed that it has launched its Wealth Advisor Platform by Mitsubishi UFJ Financial Group (MUFG), which is the largest bank in Japan and also one of the world’s largest financial institutions… Read More

Los Angeles based Fintech InvestCloud Completes Recapitalization, Wealth Platform Now Valued at $1B

California-headquartered Fintech firm InvestCloud has reportedly completed a recapitalization that now values the platform at around $1 billion. According to a release, new financial investors are led by Motive Partners with Clearlake Capital Group, L.P. and also includes other InvestCloud client shareholders. Under the terms… Read More

Oppenheimer & Co. Announces Strategic Alliance With InvestCloud

Investment bank, wealth manager, and Oppenheimer Holdings subsidiary, Oppenheimer & Co, Inc. announced on Wednesday it has formed a strategic alliance with global fintech firm, InvestCloud. Oppenheimer reported that the partnership will accelerate the buildout of its digital experience platform for the firm’s financial advisors… Read More

InvestCloud Forms Partnership With National Broker-Dealer Siebert

Fintech

Siebert, a national broker-dealer and provider of financial services, announced on Wednesday it has appointed InvestCloud to design and implement its complete digital transformation. Siebert reported that through the partnership it will implement InvestCloud’s full suite of applications, ranging from intuitive client-facing portals and mobile… Read More

California-based Fintech InvestCloud Introduces InvestCloud White to Offer Improved Wealth Management Services

California-headquartered Fintech firm InvestCloud has introduced a platform, called InvestCloud White, in order to provide an end-to-end wealth management solution and turnkey asset management programs (TAMPs). Introduced at the 2020 InvestCloud Conference, which was recently held in Miami, Florida, InvestCloud White has been developed to… Read More

Visa-Plaid Acquisition: Sign of the Times

On January 13th, Visa (NYSE: V) announced it had purchased the Fintech Plaid as the old school credit card rails company seeks to boost its innovation cred. Visa paid a whopping $5.3 billion to acquire Plaid – a nice exit for early investors. Al Kelly,… Read More

Global Fintech InvestCloud Launches App “PersonaTech” to Create Personal Digital Experiences For Wealth Management Clients

Courtesy ptmoney.com

Global fintech InvestCloud announced on Tuesday it has launched a new app, Personatech, to create a personal digital experience for wealth management clients. According to InvestCloud, the new app will enable any wealth manager to have the ability to create personas for each client. “PersonaTech… Read More

Global Fintech InvestCloud Appoints Rebeca Sanchez Sarmiento as New CFO

Global fintech InvestCloud announced on Monday it has appointed Rebeca Sanchez Sarmiento as its new CFO. According to the company, Sanchez Sarmiento is a Wall Street veteran and comes to InvestCloud from ATTOM Data Solutions, where she served as CFO and took the lead in… Read More

InvestCloud Appoints Will Bailey as Chief Strategy Officer

Global fintech InvestCloud announced last week it has appointed Will Bailey as its new Chief Strategy Officer. According to InvestCloud, the newly-created role will see Bailey head up development on emerging product initiatives, which includes leading a strategic product team to apply the latest technology, from… Read More

Global Fintech Firm InvestCloud Acquires rplan Limited for $20 Million

Money Benjamin Dollars 100

On Monday, global fintech InvestCloud announced it has acquired London-based rplan Limited for $20 million. According to InvestCloud, rplan is a provider of client engagement technology to support investment propositions for web and mobile. The company’s client base includes four of the top eight UK… Read More

NameDrop Joins InvestCloud Innovation Center: Now Seeking to Launch New Data-Sharing Mobile App

On Wednesday, global fintech firm InvestCloud Inc. announced Silicon Beach-based NameDrop Solutions as the latest tech firm to enter its Los Angeles Innovation Center. According to InvestCloud, the startup is using the incubator and accelerator program to launch its market-ready data-sharing mobile app and platform. Founded by Stephen… Read More

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