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DIGITAL WEALTH SOLUTIONS AND APL NETWORK ACCESS WITH INVESTCLOUD


POWERING THE
DIGITAL TRANSFORMATION
OF THE FINANCIAL
SERVICES INDUSTRY


POWERING THE
DIGITAL TRANSFORMATION
OF THE FINANCIAL
SERVICES INDUSTRY


ACROSS THE WEALTH CONTINUUM, ANYONE CAN HAVE ACCESS TO A FIRST CLASS DIGITAL
PLATFORM WITH INVESTCLOUD.

EXPLORE OUR PRODUCTS
REQUEST A DEMO

Total AUM

$ 6,503,820,248,120

Trades Per Day*

1.29 M+

Industry-Leading Clients

550 +

Total Accounts

33.9 M+




MEET THE FUTURE OF FINANCIAL SERVICES

InvestCloud is the scalable, modular technology platform for best-in-class
digital experiences – spanning the complete wealth continuum.


DIGITAL WEALTH

Enhancing productivity and engagement with the most modern digital experiences
for advisors and their clients.


 DIGITAL WEALTH

Enhancing productivity and engagement with the most modern digital experiences
for advisors and their clients.

 ADVISOR EXPERIENCE

 ADVISOR-LED PLANNING

  CLIENT EXPERIENCE

  CLIENT-LED PLANNING

  PROSPECT EXPERIENCE

  SELF-DIRECTED TRADING

SEE MORE


APL NETWORK

Transforming portfolio management, trade execution, accounting & performance
measurement.


 APL NETWORK

Transforming portfolio management, trade execution, accounting & performance
measurement.

 PORTFOLIO MANAGEMENT

 REP AS ADVISOR

  HOME OFFICE TRADING

  REBALANCING

  REP AS PM

  BILLING

SEE MORE


WE TAKE A DIFFERENT APPROACH TO DIGITAL.

The only unified wealth management platform built for the needs of today’s
global Financial Services Industry.


ENGAGING DESIGN

Design, gaming theory, decision theory and 
data science to drive user
engagement.


MODULAR

Extendable and scalable for seamless integration with certified systems and
tools.


DIGITAL WAREHOUSE

A data model of the financial industry – 
unifying and normalizing multiple data
sources.


SCALE

Designed for the cloud from Day One. Built for massive scale and security.


APL NETWORK

Access to the industry’s largest network including 150+ leading asset managers
and 60+ sponsors. Leverage 30+ years of deep 
industry expertise.


ENGAGING DESIGN

Design, gaming theory, decision theory and 
data science to drive user
engagement.


MODULAR

Extendable and scalable for seamless integration with certified systems and
tools.


DIGITAL WAREHOUSE

A data model of the financial industry – 
unifying and normalizing multiple data
sources.


SCALE

Designed for the cloud from Day One. Built for massive scale and security.


APL NETWORK

Access to the industry’s largest network including 150+ leading asset managers
and 60+ sponsors. Leverage 30+ years of deep 
industry expertise.


INSIGHTS


INVESTCLOUD APPOINTS SHAWN DONOVAN AS CHIEF REVENUE OFFICER

2024-02-07


INVESTCLOUD APPOINTS JEFF YABUKI AS CHAIRMAN AND CEO

2024-01-10


INVESTCLOUD APPOINTS JAMES YOUNG AS CHIEF INFORMATION OFFICER

2024-01-04


APL: RELIABLE, SCALABLE & MODERN

2023-10-17

Load More


INVESTCLOUD APPOINTS SHAWN DONOVAN AS CHIEF REVENUE OFFICER


2024-02-07


INVESTCLOUD APPOINTS JEFF YABUKI AS CHAIRMAN AND CEO


2024-01-10


INVESTCLOUD APPOINTS JAMES YOUNG AS CHIEF INFORMATION OFFICER


2024-01-04


APL: RELIABLE, SCALABLE & MODERN


2023-10-17




INVESTCLOUD APPOINTS SHAWN DONOVAN AS CHIEF REVENUE OFFICER


2024-02-07


INVESTCLOUD APPOINTS JEFF YABUKI AS CHAIRMAN AND CEO


2024-01-10


INVESTCLOUD APPOINTS JAMES YOUNG AS CHIEF INFORMATION OFFICER


2024-01-04


APL: RELIABLE, SCALABLE & MODERN


2023-10-17


SIGN UP FOR OUR NEWSLETTER


READY TO POWER YOUR DIGITAL FUTURE?

REQUEST A DEMO

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© InvestCloud, Inc. 2024 All rights reserved. InvestCloud and the InvestCloud
Logo are registered US trademarks of InvestCloud, Inc. and may be registered in
other countries. Other trademarks are properties of their respective owners.

*Statistics based on internal InvestCloud data and updated weekly.