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35 Results from /wealth, "InvestCloud"

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InvestCloud wins wealth management deal with BNP Paribas

InvestCloud, an award winning global FinTech firm that designs and creates financial software for some of the most prestigious banks, wealth managers and asset managers in the world has been selected by BNP Paribas Wealth Management to provide Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and nurturing high-net-worth (HNWI) client relationships.

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InvestCloud bags deal with MUFG

InvestCloud, an award winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today announced the deployment of its Wealth Adviser Platform by Mitsubishi UFJ Financial Group (MUFG), Japan’s largest bank and one of the world's largest banks by total assets.

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Uncommon Giving to implement InvestCloud’s Client Portal and Digital Advice Robo apps

Online charitable giving platform Uncommon Giving will introduce investment donor-advised funds using the InvestCloud digital platform.

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Oppenheimer signs with InvestCloud

Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.

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InvestCloud appoints Balthazar to lead Singapore expansion

Global digital wealth management solutions provider, InvestCloud, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC.

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InvestCloud launches 'Personatech'

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the Cloud with $2 trillion+ in assets, today announced PersonaTech, a new app designed to create personal digital experiences for wealth management clients.

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InvestCloud appoints Will Bailey as chief strategy officer

Will Bailey has been appointed as Chief Strategy Officer at global FinTech firm InvestCloud, with a focus on product expansion.

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Courtiers switches on digital wealth management with InvestCloud

InvestCloud Inc., a global FinTech firm, has designed, built and deployed a digital client platform for UK wealth management firm Courtiers.

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FCI Advisors to digitize financial advice with InvestCloud

InvestCloud Inc., a global FinTech firm, has announced FCI Advisors as the latest wealth manager to adopt its digital platform.

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Chilton Trust Company selects InvestCloud for digital wealth platform

InvestCloud Inc., a global FinTech firm, has delivered a digital platform and smartphone app for boutique investment advisor Chilton Trust Company.

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Dinosaur Merchant Bank selects InvestCloud for wealth management

InvestCloud Inc., a global FinTech firm, has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers.

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Apex Clearing taps InvestCloud for digital advice platform

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global FinTech firm InvestCloud as a technology partner to offer a new digital advice platform.

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