CIO Bulletin

InvestCloud –Providing Leading-Edge Financial Digital Solutions, Pre-Integrated In the Cloud

Today's digital consumer expects to use banking and financial services via a multitude of channels. Whilst human interactions add significant value for complex or risky processes, at other times, customers have high expectations and preferences about how they consume services. They want these interactions to be on their terms. Financial services are undergoing significant change in both technology and customer interaction. Product design, speed of delivery and digital offerings are now all vital parts of the customer experience. Companies who can successfully leverage their digital and technology resources will succeed and continue to grow in the face of these changes.

InvestCloud is one such firm that develops innovative and first-class financial digital solutions pre-integrated into the cloud, by empowering investors and managers with a single version of the integrated truth through its unique digital platform. The firm recognizes the value in fresh perspectives as well as seasoned experience and its staff reflects this. It is a team of entrepreneurs, operators, and artists. They maintain a local perspective globally working from Los Angeles, New York, London, Geneva, Singapore, and Sydney.

Cutting-Edge investment management products offered

Private Banking Platform: For private banks, global by nature, you and your clients have sophisticated needs, from asset class coverage to planning requirements. InvestCloud’s Private Banking Platform™ is a multi-country, multilingual and multi-currency solution that is simultaneously globally portable yet handles all local regulations and needs. Unlike hard-coded, single-country solutions, InvestCloud’s Private Banking Platform empowers private banks to leverage best practices globally, delivering a personalized digital banking journey while dramatically reducing costs and inefficiencies, whether the customer touchpoint is adviser-led, collaborative, or self-service. InvestCloud Private Banking is enterprise-grade yet hyper-modular, transforming functional transactions into rewarding and repeatable interactions based on deep customer insight and frictionless process, consistently and compliantly. It also drives front office, adviser, investment officer, and compliance productivity.

Financial Supermarket™: It enables manufacturers to easily access its vast network of distribution channels and helps wealth managers, broker-dealers and TAMPs to access an unparalleled marketplace of financial products. For manufacturers (asset managers) that create financial products and are looking to extend access to distributors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket is an Amazon™-like international cloud-based marketplace for financial products. It is pre-integrated to hundreds of asset managers, broker-dealers, wealth managers, custodians and trading interfaces.

InvestCloud Orange: It is a digital warehouse. With this product offering, InvestCloud Orange has modeled the financial industry into a data model, arguably the hardest data challenge. InvestCloud Orange provides all participants in the financial markets with world-class digital warehousing, data management and technology solutions to better manage your business and harness operational efficiency. Orange apps provide a portal into that data while also enabling frictionless re-platforming. In addition, Orange provides a huge library of APIs and interfaces to empower technology teams at financial institutions to build better product. Move beyond big data to bigger data, correct data with the world’s leading data model.

InvestCloud Green: It is designed to empower wealth managers, institutional asset managers, and other financial institutions with next generation technology for digitizing trading, accounting and middle-office workflows, allowing your business to rapidly increase automation and reduce costs. Through the power of digital automation, Green lightens the load of investment operations, allowing the focus to shift to what you do best that is serving your clients’ needs. With the strength of InvestCloud’s Digital Warehouse, accounting “conversions” are a thing of the past. This is a new era in information management that provides secure, accurate, and completely frictionless accounting conversion process.

InvestCloud Blue: It empowers investment managers to build and maintain intuitive and responsive client relationships tailored for specific client bases. Blue digitizes client onboarding, engagement, advice, reporting and management in cloud-based apps, giving managers a comprehensive view of their clients.

InvestCloud Black: It provides managers with robust portfolio analysis solutions that enable them both to support their institutional clients who are measured on performance as well as to ensure consistency in performance reporting across all clients.

The InvestCloud Innovation Center: It is designed to enable small teams to realize big goals. The company believes that creating the right environment for people to innovate new solutions is an amazing achievement. From the individual with a new idea and little technical experience to an established business with an IT department, InvestCloud's Innovation Center can empower any business and team to realize big goals. By providing both a powerful accelerator and incubator, the firm can deliver a targeted and effective approach for each member given in any circumstance.

The Formidable Leader

John Wise is the Co-Founder and serves as the Chief Executive Officer of InvestCloud. He has built a company that is designed to empower every person who works to dream big, from engineers to sales, and it shows with the kind of products and services the firm has developed and is developing. Mr. John is infinitely proud of the work his team does for its clients at InvestCloud.