Digital Wealth Solutions and APL Network Access with InvestCloud

Proud to be Recognized as a CNBC World’s Top Fintech Company

Powering the
DigitalTransformation
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.

Total AUM

$ 0

Trades Per Day*

0 M+

Industry-Leading Clients

0 +

Total Accounts

0 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 Icon

Digital Wealth

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

Digital Wealth Icon

 Digital Wealth

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

 Advisor Experience

Advisor-led Planning graphic

 Advisor-led Planning

  Client Experience

  Client-led Planning

Prospect Experience"

  Prospect Experience

Digital Wealth Client Trading

  Self-directed Trading

APL Tile

APL Network

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

APL Tile

 APL Network

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

Portfolio Management

 Portfolio Management

APL Network Rep as Advisor

 Rep as Advisor

Home Office Trading

  Home Office Trading

APL Network Rebalancing

  Rebalancing

APL Network Rep as PM

  Rep as PM

InvestCloud Billing

  Billing

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 Designs for InvestCloud

Engaging Design

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

modular technology platform

Modular

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

InvestCloud Digital Warehouse

Digital Warehouse

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

InvestCloud Scale

Scale

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

APL Network diagram

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 Designs for InvestCloud

Engaging Design

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

modular technology platform

Modular

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

InvestCloud Digital Warehouse

Digital Warehouse

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

InvestCloud Scale

Scale

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

APL Network diagram

APL Network

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