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What is InvestCloud?

InvestCloud, based in California and operating globally, excels in providing high-quality digital financial services that are fully integrated in the cloud. We prioritize creating beautifully designed client experiences coupled with intuitive operational tools, all supported by our expanding collection of modular digital applications. Our distinctive approach, referred to as Programs Writing Programs, enables the creation of various platforms, including InvestCloud. Furthermore, clients and external partners can leverage PWP and InvestCloud APIs to develop customized solutions that cater to their unique requirements. This level of flexibility guarantees that we continue to lead the way in financial technology innovation, ensuring our clients stay ahead in a rapidly evolving industry. By fostering collaboration and creativity, we enhance the potential for transformative financial solutions.

What is Advisor360°?

Elevate your automation processes and boost the productivity of your advisors with our comprehensive digital wealth management platform, which provides a unified and cohesive digital experience. By pinpointing your main challenges, we will assist you in navigating towards the optimal solution. Our aim is to deliver a smooth and integrated wealth management experience specifically customized for your advisors. Our all-encompassing software solution is crafted to efficiently oversee the digital wealth journeys of both advisors and their clients, addressing the diverse wealth management requirements across multiple sectors such as investments, banking, and insurance, all through a robust platform that integrates seamlessly with your existing technological landscape. Recognizing that inconsistent and fragmented data can impede decision-making and results, we implement a distinctive strategy to effectively streamline and consolidate your data. Our intuitive applications not only expedite your market entry but also enable faster, data-driven decisions to be made. By harnessing our vast expertise in wealth management and enterprise software, we create innovative, customizable solutions that specifically address your business needs, ensuring that you maintain a competitive edge in the industry. This strategic approach not only empowers your team but also significantly boosts client satisfaction and engagement, ultimately fostering long-term relationships. As we continue to adapt to the evolving market needs, our commitment remains steadfast in helping you thrive in a dynamic environment.

Media

Media

Integrations Supported

Coherent

Integrations Supported

Coherent

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

InvestCloud

Date Founded

2010

Company Location

United States

Company Website

www.investcloud.com

Company Facts

Organization Name

Advisor360°

Company Location

United States

Company Website

www.advisor360.com

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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