InvestCloud Appoints Heather Bellini as President and CFO

Bellini will also join Motive Partners as an Industry Partner July 11, 2023 Los Angeles –  InvestCloud, the global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry, today announced the appointment of Heather Bellini as President and Chief Financial Officer, where she will be responsible for finance, legal, HR and business operations. […]

Operational Efficiency with InvestCloud

Operational Efficiency with InvestCloud We could go on all day about the power of APL, the unparalleled reach of our network, and all the ways APL automates the work of advisors and asset managers alike. ​ But you don’t have to take our word for it. Hear directly from your peers at LPL Financial and […]

An Update from our Leadership

The InvestCloud logo in white with headshots of Robert Heyvaert and Richard Lumb on a gradient background that goes from black to blue

June 06, 2023  InvestCloud Community, We want to take a moment to acknowledge how excited we are about the future of InvestCloud. This is a company that has a proven track record in driving digital transformations and innovation in the financial service industry. We are confident that with our strong leadership team and continued product […]