InvestCloud

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2 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.5
Serving customers since
2010
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InvestCloud Reviews

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Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
11/16/2020
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Great tool for retirement planning.

Helps me provide an in depth retirement plan for prospects.
Jack D.
JD
Jack D.
Financial AdvisorSmall-Business (50 or fewer emp.)
02/23/2018
Validated Reviewer
Review source: G2 invite
Incentivized Review

Not too complex but exactly what most clients are looking for

In a simple way, advisors can show their clients a base scenario and several alternate scenarios.

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HQ Location:
New York, New York, United States

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Enabling a Smarter Financial Future for Wealth and Asset Managers ​​

InvestCloud is the connected wealth technology company powering the next era of investing. InvestCloud brings together data, insights, and access across wealth management – enabling operations to be more streamlined, advice to be more personalized and portfolios to be more diversified. InvestCloud supports the front and middle office through our intelligent advisor-client ecosystem, industry-leading managed account platform, and revolutionary network unlocking private markets at scale to deliver smarter, more meaningful client outcomes.

Details

Year Founded
2010