InvestCloud

64 results about this entity

Period: 13 Oct 2015 - 12 Jan 2024

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/wealth

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.

InvestCloud launches digital platform for IFAs

/wealth

InvestCloud launches digital platform for IFAs

InvestCloud has unveiled a digital platform for wealth management and turnkey asset management programs (Tamps).

/wealth

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.

InvestCloud releases Open CRM for investment managers

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the cloud with $2 trillion+ in assets, has released Open CRM, an enhanced customer relationship management system.

/cloud

InvestCloud opens Carlsbad, CA. office

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the cloud with $2 trillion+ in assets, today announced the company has opened a new office in Carlsbad, California.

Westwood Holdings signs with InvestCloud

InvestCloud, a platform for the development of financial digital, pre-integrated cloud solutions with $2 trillion+ in assets, today announced that Westwood Holdings Group, Inc. (NYSE:WHG), a leading investment manager to institutional investors, private wealth clients and financial intermediaries, has chosen to utilize the company’s entire suite of products.

/cloud

Empaxis selects InvestCloud for turnkey asset management platform

Empaxis has selected InvestCloud, Inc. to launch a new Turnkey Asset Management Platform, TAMP1.

The Power of Programmes Writing Programmes

The Power of Programmes Writing Programmes

John Wise, Founder, Chairman and CEO of InvestCloud talks about the trials of coding and the answer to the problem, PWP (Programmes Writing Programmes) how this low code approach assists wealth management, who's building that functionality and how the the approach to data differs between the small to medium sized firms.

A game changer for generating code in a digital age

A game changer for generating code in a digital age

John Wise, CEO, Co-Founder and Chairman of InvestCloud talks Finextra through the genesis of InvestCloud, the role and evolution of Programmes Writing Programmes (PWP) and simplified intelligence in generating code, the importance of 'Digital Empathy' in a digital age and how Cloud has shaken up the market in the last decade.

InvestCloud appoints Rebeca Sanchez Sarmiento as CFO

Global FinTech firm InvestCloud appoints Rebeca Sanchez Sarmiento as its Chief Financial Officer.

/cloud

InvestCloud appoints Michael Smith head of New York operations

InvestCloud has appointed its co-founder Michael Smith as EVP Business Development of the global FinTech firms’ New York office.

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.

/wholesale

InvestCloud appoints Robert O’Boyle SVP, sales

InvestCloud Inc., a global FinTech firm, has appointed Robert O’Boyle as Senior Vice President of Sales to its New York office.

InvestCloud announces Mark Trousdale as chief growth officer

Global FinTech firm InvestCloud has announced Mark Trousdale as Chief Growth Officer.

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.

InvestCloud acquires rplan for $20 million to target global asset managers

InvestCloud Inc., a global FinTech firm, has announced a strategic acquisition of London-based rplan Limited. The value of the deal is $20 million.

NameDrop joins InvestCloud innovation centre

InvestCloud Inc., a global FinTech firm, has announced Silicon Beach-based NameDrop Solutions, Inc., as the latest tech firm to enter its Los Angeles Innovation Center.

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.

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.

Freetrade is first startup to join InvestCloud innovation centre

InvestCloud Inc., a global FinTech firm, has announced UK startup Freetrade as the first firm to enter its UK Innovation Center.

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