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35 Results from /wealth, "InvestCloud"

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Alternative investments now available in unified managed acounts at Wells Fargo

Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized Unified Managed Account (Personalized UMA) program.

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Wells Fargo adds alternative investments to Unified Managed Account programme

Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized Unified Managed Account (Personalized UMA) program.

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InvestCloud taps AI to drive advisor productivity

InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater value to clients.

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InvestCloud names Josh Mayer COO of APL

InvestCloud, a global leader in wealth technology, today announced the expansion of its APL leadership team with the appointment of Josh Mayer to the newly created role of Chief Operating Officer (“COO”) reporting to APL President Cheryl Nash.

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Bunker selects InvestCloud to launch new digital investment app

InvestCloud, the global leader in 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 platform.

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InvestCloud CEO John Wise steps down

InvestCloud, the global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry, today announced that Chief Executive Officer John Wise has left the Company.

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Huntington National Bank launches InvestCloud’s new Find My Advisor app

InvestCloud, the global leader in financial digital transformation, today announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology.

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InvestCloud upgrades NaviPlan platform

InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further support the most complex needs of high-net-worth individuals (HNWIs)

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Rabobank taps InvestCloud for digital financial planning

InvestCloud, the global leader in digital transformation for the financial industry, today announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients.

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InvestCloud works with Oppenheimer on digital wealth platform

Oppenheimer & Co. Inc. (“Oppenheimer”) – a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced the launch of the Investor Gateway, an interconnected and intuitive wealth management technology platform.

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Rathbones picks InvestCloud for client lifecycle management

InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s largest discretionary wealth managers, to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.

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InvestCloud adds human touch to digital financial advice with Ameriprise

InvestCloud, a global leader in digital transformation, today announced it is partnering with Ameriprise Financial (NYSE: AMP) to offer personalized financial advice to users of its corporate financial wellness and life-planning solution, Pink.

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