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HELLO!


WELCOME TO DIGITAL TRANSFORMATION.

InvestCloud is transforming the Financial Industry's approach to digital. We are
a singular, no-code software platform for Digital and Commerce enablement within
the Financial Industry. With our cloud-native, multi-tenanted platform, we are
changing the approach to digital for the world’s largest banks, wealth managers
and asset managers – empowering them to leverage and leapfrog decades of
technology debt and meet the elevated needs of today’s, and tomorrow’s, end
clients.

InvestCloud XRequest a Demo

Digital CommunicationEnabling unique client communications at scale.Learn more
Digital PlanningEnabling comprehensive digital planning at any stage of the
wealth continuum. Learn more
shopping_cartFinancial Supermarket™Digital marketplace for shopping and selling
Financial Products.Learn more
InvestCloud App Library300+ apps for ultimate leverage, scale and speed to
market.Learn more
デジタルコミュニケーションクライアントコミュニケーションを大規模に実現Learn more
デジタルプランニング顧客に必要なアドバイスを提供する際のいずれの段階においても、包括的なデジタルプランニングを可能にするLearn more
shopping_cart金融スーパーマーケットAmazonのような金融商品のショッピング販売のマーケットプレイスLearn more
InvestCloudアプリライブラリ300以上のアプリを最大活用して、大規模展開、市場投入時間の短縮化を実現Learn more
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300+ APPS
FOR DIGITAL ANDCOMMERCE ENABLEMENT

From communication to planning, to trading and accounting, to shopping and
selling of financial products. We are transforming the way the financial
industry operates. Our apps digitize every aspect of the advisor-client
relationship... and beyond.

Explore our InvestCloud App Library
 

The InvestCloud "Periodic Table of Financial Apps" is an organizing tool to
visualize the range and breadth of our apps. We have a Lego-like™ approach to
client needs - combining specific apps within our Platform to create key
products as well as custom solutions.

三菱UFJフィナンシャル・グループのウェルスマネジメント業務向けプラットフォームのコアソリューションにInvestCloudソリューションを採用

05/11/2021


三菱UFJモルガン・スタンレー証券のファイナンシャル・アドバイザー・プラットフォームにてInvestCloudソリューションを採用

04/14/2021


InvestCloudが新プロダクト「InvestCloud X」をリリース

11/01/2021


InvestCloudプライベートバンキング プラットフォーム™ – 要となる第五の柱

07/08/2021


InvestCloud プライベートバンキング プラットフォーム™ - 要となる第三の柱

06/18/2021


InvestCloud プライベートバンキング プラットフォーム™ - 要となる第二の柱

04/05/2022


InvestCloud プライベートバンキング プラットフォーム™ - 要となる第一の柱

04/05/2022


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Unparalleled Products for Digital Success
The Cloud Platform for Digital Transformation in the Financial Industry

Explore Our Products


INVESTCLOUD WHITE

A single digital platform for wealth managers and a TAMP enabler

InvestCloud White: Overview
3 min
1-2-3 Approach to Migrating to a Platform Solution
8 min
InvestCloud Cartoon
4 min


INVESTCLOUD BLUE

Digitizing client communication, automation and management

InvestCloud Blue: Overview
3 min
Digital Advice Apps: Overview
1 min
Digital Communication
25 min | Introduction


INVESTCLOUD ORANGE

Digitizing data into information – all in one place

InvestCloud Programs Writing Programs (PWP)
10 min
Meet Marie O'Driscoll, Lead Database Engineer
2 min
Data Marts, Data Lakes and the Digital Warehouse
4 min


INVESTCLOUD BLACK

Digitizing performance measurement, composites, attribution and risk

Meet Jennie Wang, Head of Product for Orange and Black
3 min
Working with InvestCloud
1 min
Meet Adrit Pathak, Senior Business Analyst
3 min


INVESTCLOUD GREEN

Mass automation for trading and accounting – achieved by frictionless
conversions

InvestCloud Green: Case Study with Westwood Holdings Group
4 min
Migrating Accounting Systems: COO/CTO Perspective
3 min
Migrating Accounting Systems: CEO Perspective
2 min

> "A digital presence has to represent you. It can’t be the same as everyone
> else – that just doesn’t work anymore. InvestCloud’s commitment to digital is
> centered around digital empathy –ensuring your clients feel seen and
> understood and that your brand and persona are clearly communicated – so that
> your digital investment yields engagement and client retention."


John Wise, Founder & Chief Executive Officer, InvestCloud

> 「現代においてデジタルの存在はその使用者そのものを表現しており、もはや他と同じという訳にはいきません。インベストクラウドのデジタルへの取り組みはデジタルでの共感を軸としたもので、顧客からすれば深く理解されていると認識することができ、ブランドとペルソナとの明確なコミュニケーションが可能になります。デジタル投資によるエンゲージメントと顧客維持が実現するのです。」


とInvestCloud創業者兼CEOのJohn Wise氏は言います


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OR YOU CAN CALL US AT +1 (888) 800-0188 (US) OR +44 (203) 826-8510 (UK)


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下記の米国または英国内の電話にてもお問い合わせを受け付けております。 +1 888 800 0188 (米国) +44 203 826 8510 (英国)

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