New applets combine InvestCloud's 3 digital pillars of Design, FinTech, and Content. InvestCloud significantly enhances the digital applet platform to be a fully integrated experience across the ...

When InvestCloud revealed the latest iteration of its cloud-based technology suite for financial advisors, CEO John Wise took a few moments to flex. Processing Content After 11 years, the startup is ...

California-based fintech provider InvestCloud is refreshing its C-suite after a sudden leadership shakeup saw its CEO and several other executives exit seemingly overnight. This week, the firm ...

LOS ANGELES--(BUSINESS WIRE)--InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further ...

It’s been nearly three months since wealth technology platform InvestCloud acquired financial planning software developer Advicent, and its NaviPlan tool, for an undisclosed amount. In an exclusive ...

• Kollar will focus on building out InvestCloud's New York presence, and increasing its global footprint • Shichman will focus on strengthening the InvestCloud platform and empowering its partners • ...

Yaela Shamberg: The majority of CRM systems available on the market are basically only sales pipeline management tools, and they do a poor job at that. Key Points InvestCloud targets RIAs with new CRM ...

Wealthtech unicorn InvestCloud is acquiring financial planning software developer Advicent, including its NaviPlan platform, according to sources briefed on the deal. The transaction provides ...

NEW YORK--(BUSINESS WIRE)--InvestCloud, a global wealth management software leader, today announced the appointment of James Young as its Chief Information Officer ("CIO”), responsible for the company ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. InvestCloud’s Singapore appointment is a major step in the firm’s drive ...

Los Angeles-based InvestCloud announced on Wednesday that it is acquiring Milwaukee-based Advicent, creating a massive provider of financial planning software. InvestCloud, which offers a cloud-based ...

InvestCloud Inc., a financial-technology provider whose backers include JPMorgan Chase & Co., is in the early stages of considering an IPO, amid strong investor demand for asset-management software ...