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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.

Total AUM

$ 0

Trades Per Day*

0 K

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

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

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

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.