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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
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 Advisor at Financial Pointe Wealth Management
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.

About

Contact

HQ Location:
West Hollywood, California, United States

Social

@InvestCloud

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