InvestCloud Appoints Jeff Yabuki as Chairman and CEO

Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth January 10, 2024 New York – InvestCloud (or “the Company”), a global provider of wealth and asset management solutions, today announced the appointment of Jeffery W. Yabuki (“Jeff”) as Chairman and CEO. […]

InvestCloud Appoints James Young as Chief Information Officer

InvestCloud continues to bolster leadership with top industry talentJames Young will also join Motive Partners as a Senior Advisor January 4, 2024 New York – InvestCloud, a global wealth management software leader, today announced the appointment of James Young as its Chief Information Officer (“CIO”), responsible for the company’s technology strategy, product development, and operations. […]

InvestCloud Overview

InvestCloud Overview Welcome to InvestCloud – where innovation meets impact. Discover who we are, pioneers in transforming the financial landscape. Uncover our commitment to cutting-edge technology, tailored solutions, and a relentless drive to redefine the future of finance.

Accelerating Advisor Experience

The right technology allows advisers to focus on what matters – their clients November 3, 2023 Look no further than today’s headlines and see the tremendous impact that technology is having on virtually every industry. The wealth management industry is no different – with major shifts over the past few years due to the adoption […]

APL: A Network of Trust and Scale

It’s time to take another look at what makes APL so special October 23, 2023 In the second of our series on APL, we examine the power of the platform’s network—the industry’s largest—and why so many partners trust APL to execute a million transactions a day.  In our first blog in this series, we decided […]

APL: Reliable, Scalable & Modern

October 17, 2023 APL. You’ve probably heard of it. You may even have a sense of what it’s about. But before you think you’ve got APL all figured out, maybe it’s time to take another look… APL is a trusted partner to the financial services industry, powering a massive network with over 150+ top asset […]

The Cambrian Explosion of AI

Unleashing a New Era for Wealth Management October 12, 2023 AI is already transforming the way we live and work, and we’ve only just begun to see its impact. Already, technological solutions are hitting the market that we couldn’t even have imagined a few years ago, and the rate of growth is only going to […]

APL: Day in the Life

APL: Day in the Life APL. You’ve probably heard of it. You may even have a sense of what it’s about. But before you think you’ve got APL all figured out, maybe it’s time to take another look. As technology and markets have evolved, so has APL. Working shoulder to shoulder with our clients, we […]

Digital Wealth: Elevating the Client Experience

How personalization, automation and data unification are helping advisors put clients first. July 13, 2023 2023 markets are proving to be a perfect storm of opportunity for advisors. Product complexity and market volatility are driving clients’ desire for stability and support. Clients are searching for insight and advice on navigating their financial futures, and many […]

Digital Wealth: Unlock Efficiency

A light and medium blue abstract pattern

The right technology allows advisers to focus on what matters – their clients August 22, 2023 Look no further than today’s headlines and see the tremendous impact that technology is having on virtually every industry. The wealth management industry is no different – with major shifts over the past few years due to the adoption […]