Meet the future of financial services

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 for InvestCloud

Digital Wealth

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

Digital Wealth is a SaaS product suite comprised of many solutions for Clients and Advisors, accessible from a single platform.

Daily Log Ins

0 K

Daily API Calls

0 M

Advisors Using Financial Planning

0 K

Industry-Leading Clients

0 +


Advisor Experience

Client Experience

Client-led Planning

Prospect Experience"

Prospect Experience

Goals Based InvestCloud

Goals-based Investing

North America

Advisor-led Planning graphic

Advisor-led Planning

InvestCloud Onboarding


Digital Wealth Client Trading

Client Trading


Client Experience

(Private Banking)

Advisor Experience

(Private Banking)
InvestCloud Onboarding


Prospect Experience"

Client Lifecycle Management

Portfolio Manager

Portfolio Manager

InvestCloud Digital Proposal

Digital Proposal

InvestCloud Automated KYC

Automated KYC

Digital Wealth PaaS

Digital Wealth PaaS

APL Network

APL Network

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

The APL Network includes access to 150+ leading asset managers with 60+ custodians and sponsors. From a single, secure & scalable model repository, APL supports trading & reporting for multi-vehicle/multi-asset accounts, UMAs, and more.

Assets on Platform

$ 0 T+

Top Broker Dealers


US SMAs Managed
via the Platform

0 %+

Years Leading the Marketplace

0 +
Portfolio Management

Portfolio Management

Home Office Trading

Home Office Trading

APL Network Rep as Advisor

Rep as Advisor

APL Network Rebalancing


InvestCloud Billing


APL Network Rep as PM

Rep as PM

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. 

New Engaging Design Mock
New Modular Mock
modular technology platform


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

InvestCloud Scale


Designed for the cloud from Day One.
Built for massive scale and security.
New Scale Mock
New Digital Warehouse Mock
InvestCloud Digital Warehouse

Digital Warehouse

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

APL Network diagram

APL Network

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

New APL Network Mock

Ready to power your Digital Future?