InvestCloud Digital Platform

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The InvestCloud Digital Platform provides over 300 apps that assemble together providing digital engagement and automation. We categorize these apps into 4 sections:

InvestCloud Blue - Digitizing client communication, automation and management

InvestCloud Blue empowers investment managers to build and maintain intuitive and responsive client relationships tailored for specific client bases. Blue digitizes client onboarding, engagement, advice, reporting and management in cloud-based apps, giving managers a comprehensive view of their clients.

InvestCloud Orange - Digitizing data into information all in one place

InvestCloud Orange is a digital warehouse. InvestCloud Orange has modelled the financial industry into a data model – arguably the hardest data challenge. InvestCloud Orange provides all participants in the financial markets with world-class digital warehousing, data management and technology solutions to better manage your business and harness operational efficiency.

Orange apps provide a portal into that data while also enabling frictionless re-platforming. In addition, Orange provides a huge library of APIs and interfaces to empower technology teams at financial institutions to build better product. Move beyond big data to bigger data – correct data – with the world’s leading data model – the InvestCloud Digital Warehouse.

InvestCloud Black - Digitizing Performance Measurement, Attribution, Composites and Risk

InvestCloud Black provides managers with robust portfolio analysis solutions that enable them both to support their institutional clients who are measured on performance as well as to ensure consistency in performance reporting across all clients.

InvestCloud Green - Mass automation for trading and accounting - acheived by frictionless conversions

InvestCloud Green is designed to empower wealth managers, institutional asset managers and other financial institutions with next generation technology for digitizing trading, accounting and middle-office workflows – allowing your business to rapidly increase automation and reduce costs.

Through the power of digital automation, Green lightens the load of investment operations, allowing the focus to shift to what you do best – serving your clients’ needs. With the strength of InvestCloud’s Digital Warehouse, accounting “conversions” are a thing of the past. This is a new era in information management – secure and accurate with completely frictionless conversions.

Key Features

InvestCloud's 300+ apps are integrated into a Digital Warehouse. Example apps are:

InvestCloud Blue

  1. Client Portal
  2. Advisor Portal
  3. Digital Onboarding
  4. Digital Advice
  5. Goals Based Financial Planning
  6. CRM
  7. Mobility

InvestCloud Orange

  1. Data Aggregation
  2. Portfolio Management
  3. Market Data
  4. Data Views
  5. Content Management
  6. SDK & API
  7. Digital Warehouse

InvestCloud Black

  1. Performance Measurement
  2. GIPS Compliance
  3. Attribution
  4. Risk Measurement
  5. Formula Inspector
  6. Composite Analysis

InvestCloud Green

  1. Investment Book of Record
  2. Multi-Asset Class Multi-Currency
  3. Account Performance History
  4. Corporate Action Automation
  5. Reconciliation To Multi-Party
  6. Omnibus Trade Processing

Key Benefits

InvestCloud's apps are beautifully designed to encourage digital engagement and automation. Clients can customize their digital expereince by creating tailored personas defining look and feel as well as content to massive automation with digital on-boarding, account opening, funding and management processes.