A no-code platform delivering transformational changes in the financial industry: InvestCloud

In the highly competitive world we live in, no-code platforms are proving to be crucial for businesses. No-code platforms provide users the ability to build applications with an intuitive and easy-to-use design interface. This enables individuals to build apps without any extensive programming or coding knowledge. No-code systems help financial services organizations streamline their software development process and also enhance and strengthen stability against failures compared with traditional coding methods.

Globally, there are various companies providing excellent no-code platform services, among them InvestCloud stands out. InvestCloud is transforming the Financial Industry's approach to digital. InvestCloud is a singular, no-code software platform for Digital and Commerce enablement within the Financial Industry. With its cloud-native, multi-tenanted platform, InvestCloud is changing the approach to digital for the world’s largest banks, wealth managers and asset managers – empowering them to leverage and leapfrog decades of technology debt and meet the elevated needs of today’s, and tomorrow’s, end clients. From communication to planning, to trading and accounting, to shopping and selling of financial products. InvestCloud is transforming the way the financial industry operates. Its apps digitize every aspect of the advisor-client relationship and beyond. It is a California-founded company that has grown from an idea in a garage to a platform with over 550 direct clients and over $6 trillion of assets in just over 10 years. InvestCloud recognizes the value in fresh perspectives as well as seasoned experience and its staff reflects this. It is a team of entrepreneurs, operators and artists. InvestCloud maintains a local perspective globally - working from Los Angeles, New York, London, Geneva, Tokyo, Hong Kong, Singapore and Sydney. Its business development team is committed to ensuring its clients and partners feel empowered with InvestCloud.

Digital Communication

InvestCloud Digital Communication enables powerful client-advisor communications. Digital Communication also enables the creation of custom experiences that can be optimized and refined for an unlimited number of personas and viewed on mobile or desktop, from anywhere, at any time. Using both gaming and decision theory, InvestCloud’s behavioral science offerings encourage end-users to stay actively engaged in their financial wellness. The platform also leverages AI trained on historical information to serve up custom recommendations for products and actions in a client portfolio. Any wealth manager, advisor or platform, from the smallest to the largest in the world, can use InvestCloud's Digital Communication apps, all while providing first-class, differentiated and empathetic experiences to their clients and their employees – you can’t afford to be the same as your competitors.

Digital Planning

For many wealth managers, broker-dealers, insurance companies and banks, providing meaningful financial advice is core to your offering. InvestCloud Digital Planning is the only planning solution that offers advice across the spectrum – from self-directed through to UHNW advice. InvestCloud Digital Planning includes life planning, goals-based planning, cashflow planning, tax planning and estate planning. InvestCloud Digital Planning offers a wide variety of user experiences that allow financial services firms of all sizes the ability to enable any advisor type, whether they provide simple goal-based planning, complex cashflow planning or other types of planning services.

Financial Supermarket™

For asset managers that create financial products and are looking to extend access to advisors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket™ is a digital, international, cloud-based marketplace for financial products. The InvestCloud Financial Supermarket enables manufacturers to easily access its vast network of distribution channels and helps wealth managers, broker-dealers and TAMPs to access an unparalleled marketplace of financial products.

Data Tagging

InvestCloud’s suite of Data Tagging apps enables asset managers to improve distribution scalably. This is achieved through managing a universe of financial product tags with categorization, KPIs and category assignments to ensure consistency across tags. The suite also includes data tagging workflows configurable to clients’ defined data management processes.

About John Wise, CEO and Co-Founder of InvestCloud in his own words

“I love InvestCloud because of the imagination, creativity, and innovation that happen here every day. We’ve built a platform designed to empower all types of investors with unparalleled access to first-class information. We’ve built a company designed to empower every person who works here to dream big – from engineers to sales – and it shows with the kind of products and services we’ve developed and we’re developing. I’m infinitely proud of the work we do for our clients at InvestCloud. It’s the best chapter yet in my career of building companies that unleash the power of information.”

“InvestCloud's Digital Planning apps are trusted by 8 out of the top 10 North American banks, the top 4 global insurance providers and 9 out of the top 10 North American broker-dealers. Combined, our planning platform services over 140,000 advisors and millions of investors.”

“From communication to planning, to trading and accounting, to shopping and selling of financial products. We are transforming the way the financial industry operates. Our apps digitize every aspect of the advisor-client relationship... and beyond.”