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

An Update from our Leadership


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 innovation the future is looking brighter than ever.

We have been focused on charting a clear path forward, knowing that the next chapter of our growth will be rooted in continuing to create best in class solutions for the ever-evolving needs of the financial industry. We will do this by continuing to focus on our core products that have helped our customers solve some of their toughest challenges. We are more committed than ever to helping our customers deploy the right digital tools to grow their businesses. Because at the end of the day, our customers’ success is our success. We win when they win.

In that spirit we have been on a listening tour the past few weeks, connecting with our customers and hearing first hand what is top of mind for them.

We heard that our customers’ primary focus remains around optimizing their clients’ experiences – their goal is to offer the best possible experience to each client, clients whose digital expectations have grown exponentially over the past few years. Additionally, they are prioritizing growing their businesses – bringing more assets under management and diversifying the clients they can serve with products suited to each specific need. And finally, our customers want to operate with true efficiency – allowing their employees to do more with less so they can focus their time on the growth of their business and service of their clients. These insights helped assure us that we have been, and continue to be, on the right path. Our technology is helping our customers address these critical needs.

We are so excited to be on this journey and are so thankful for our current and future customers who are coming along with us.

Our newsletter will be one of the best ways to stay current on the financial services technology landscape – changes, challenges, trends and beyond. Via the newsletter you’ll also get a first look at our own product developments, innovation breakthroughs and customer success stories. Make sure you’re signed up for it here.

We want to be a resource for you in navigating what’s next in our industry. We know that together we can shape the future of financial services technology.

Thank you,

Rob & Richard

Ready to power your Digital Future?