InvestCloud names Motive Partners’ Jeff Yabuki as new CEO and chairman
Yabuki also currently serves as chairman and founding partner of Motive Partners.
InvestCloud
Bunker taps InvestCloud to launch digital investment platform in LatAm
Bunker will make it easier for LatAm consumers to open and manage US investment accounts.
Ohio’s Huntington National Bank teams up with InvestCloud to launch Advisor Connect solution
The new offering is built on InvestCloud’s Find My Advisor technology.
Rabobank selects US fintech InvestCloud for financial planning tools
Goal-based financial planning features will be made available to Rabobank’s customers.
BNP Paribas Wealth Management picks InvestCloud to boost onboarding
InvestCloud’s solutions will be used for onboarding and managing high-net-worth client relationships.
Is regtech living up to expectations? (And if not, why not?)
Until regtech is embedded into the core processes of wealth management, its potential remains constrained.
InvestCloud acquires cash flow firm Advicent to bridge advisor-client gap
Vista Equity-owned Advicent provides technology for 3,000 firms.
MUFG wealth management arm deploys InvestCloud in Japan
Vendor says the deal reflects its “substantial investment” in the country.
Tackling unconscious gender biases in wealth management
Yaela Shamberg, co-founder and CPO at InvestCloud shares her thoughts on gender equality.
Why intelligent reporting is crucial to client retention
Good digital reporting is intuitive and comprehensive.
InvestCloud kicks of digital transformation at Siebert Financial Corp
US broker-dealer aims for a front-to-back change.
JH&P picks InvestCloud to transform digital communication
The wealth management group also expects significant cost savings.
Empaxis teams with InvestCloud to launch TAMP1
The platform is designed for small to medium-sized investment managers.
InvestCloud acquires rplan for $20m in asset management advance
Deal extends its direct-to-consumer (D2C) offering for asset managers.
InvestCloud goes Neon and Gray for wealthtech way
US-based InvestCloud has released two new lines of financial apps – Gray and Neon – to run on its digital platform. InvestCloud Gray digitises client interactions, providing a platform for wealth managers. While InvestCloud Neon enables wealth managers and financial institutions to automate trading, accounting and middle-office workflows. It also supports the real-time processing of […]
AMX selects InvestCloud to power exchange solution
The Asset Management Exchange (AMX) has selected US-based InvestCloud to build a bespoke digital solution for its client base of asset owners and asset managers. The digital interface will let clients access and monitor some $2 billion of investments already on the exchange. Established by advisory firm Willis Towers Watson earlier this year, AMX is […]
InvestCloud brings fintech incubator to London
US-based InvestCloud is going to launch a fintech incubator and accelerator at its European headquarters in Soho, London. Dubbed InvestCloud Innovation Centre, it will enable start-ups and established firms to create wealth management solutions supported by the InvestCloud platform.
InvestCloud wins deal with South African wealth manager
US-based InvestCloud has a spring(bok) in its step as it has been appointed by South Africa’s Anchor Private Clients to provide digital client communication and client reporting solutions. Johannesburg-headquartered Anchor Private Clients, the private client division of Anchor Group, specialises in investment management and advice for private clients across South Africa and internationally. Its parent […]
InvestCloud launches US innovation centre
California-based InvestCloud has opened its first fintech accelerator and incubator, the InvestCloud Innovation Centre, at its Pacific Design Centre headquarters in Los Angeles. The new 10,747-foot centre gives banks, wealth managers and other financial services firms “residences” to accelerate the development of new apps through access to InvestCloud’s full technology platform, in collaboration with a […]
InvestCloud acquires Babel Systems for $20m
California-based InvestCloud has acquired Babel Systems in London for $20 million. Babel provides a modular and API-based trade and accounting platform, while InvestCloud has over 660 clients with “accounting needs served by legacy accounting systems that were designed in the last century”. This acquisition links InvestCloud’s digital platform with Babel’s capabilities. InvestCloud will also continue […]
JP Morgan Chase invests in InvestCloud for digital wealth management
JP Morgan Chase and InvestCloud, a California-based fintech firm, are partnering to develop digital capabilities for individual investors at both the JP Morgan and Chase franchises. JP Morgan has also made an equity investment in InvestCloud, but hasn’t revealed the figures. This investment is just one part of JP Morgan’s three-year $300 million digital strategy […]
