Advisor Solutions
AI-powered tools that surface insights, streamline work, and help advisors deliver hyper-personalized service at scale.
Client Solutions
The Unified Digital Front End for Clients and Prospects
InvestCloud Client Experience delivers the modern, branded digital journey investors expect across desktop and mobile. Clients can see their full financial picture, complete key tasks, and collaborate with their team in one intuitive environment.
Delivered as a unified digital layer that connects across trust, brokerage, and advisory, Client Experience consolidates existing client portals without replacing core systems – turning every digital touchpoint into an engine for growth.
With InvestCloud, Firms Can:
- Increase digital engagement by 25-35%
- Increase advisor-to-client coverage by 20-30%
One Connected Experience Across the Wealth Journey
Client Experience is delivered through flexible platform packages. It scales with your firm’s needs, from core productivity to a fully orchestrated client journey.
ESSENTIALS
Core digital access and transparency
Single destination for clients to view accounts, performance, and key documents in one place
- Secure, branded access with MFA and firm-branding
- Portfolio transparency via dashboard, account, holdings, transaction, and tax-lot views
- Easy self-service through a document vault, Knowledge Center, and “My Team” view
ENTERPRISE
Deeper engagement and servicing
Adds mobile access, secure messaging, digital requests, and richer servicing journeys to reduce paperwork and status chasing.
Everything in Essentials plus:
- Anytime, anywhere access via a branded mobile app and self-directed trading tools
- Guided journeys & communication with checklists, secure messaging, and a client-facing document vault
- Holistic wealth insights with net worth, performance summaries, market research, and watchlists
- Enterprise-grade connectivity & control with SSO, account aggregation, custody integrations, and deeper personalization options
ELITE
Full client journey orchestration
Connect prospect, client, intermediary, and self-directed experiences into one seamless digital wealth journey.
Everything in Enterprise plus:
- Prospect experience tools to enhance engagement before clients even sign
- Advanced investment reporting across fixed income, cash flow, alternatives, and statements of change for sophisticated portfolios
- Intraday portfolio insight with up-to-date positions and transactions, plus Quicken export for client record-keeping and analysis
Wealth in Your Client’s Pocket
Client Experience Mobile is designed with mobile-native journeys that complement desktop experiences rather than simply duplicating them.
Mobile Dashboards
Track balances, performance, and financial goals with mobile-optimized dashboards.
On-the-Go Collaboration
Review documents, approve requests, and respond to secure messages directly from a mobile device.
Smart Notifications
Context-aware alerts notify clients about upcoming actions, documents, or funding needs.
This mobile layer spans prospects, clients, and intermediaries, so the experience feels consistent whether someone starts on a phone or a laptop.
Smart and Compliant Digital Engagement
Every digital interaction, from logins, instructions, and approvals to messages and document exchanges, is captured in a supervision ready record.
Governed Digital Operations
Reduce risk and create an audit-ready trail with digital journeys, servicing, and instruction journeys can be configured with firm specific rules, approval paths, and documentation requirements.
Roles, Entitlements, and Household Aware Access
Support complex households and multi-party access with granular entitlements that ensure clients, advisors, and intermediaries see only what they should across accounts, relationships, and features.
Secure Messaging and Document Exchange
Encrypted, bi-directional messaging and secure document sharing keep client communications and files in one governed environment, with audit trails to support supervision and regulatory review.
Innovation That Scales
What Makes InvestCloud Client Solutions Different?
ONE UNIFIED ADVISOR–CLIENT EXPERIENCE
Unifies advisor and client experiences, eliminating fragmented portals and desktops.
SHARED, GOVERNED DATA FOUNDATION
Connects every interaction, insight, and action across the front office through a shared, governed data foundation.
EMBEDDED AI
Turns every client interaction into intelligence with embedded AI that feeds data back to advisors and the broader platform.
Who We Serve
Built for Every Corner of Wealth Management
From regional and community banks and wealth managers to RIAs and broker-dealers, InvestCloud turns disconnected systems into connected, data-driven experiences that deepen relationships and enable scalable growth.
Financial Institutions
Built for regional and community banks seeking to connect advisor and client experiences across business lines and teams, while increasing advisory efficiency, retention, and growth.
RIAs
InvestCloud brings together the data, technology, and AI modern RIAs need to scale smarter, turning fragmented systems into connected, client first experiences that drive growth and efficiency.
Explore More InvestCloud Solutions
Experience the Power of Intelligent Wealth
Experience the Power of Intelligent Wealth
See how InvestCloud can help your firm deliver smarter client outcomes with modern experiences and connected intelligence.