Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 Edgelab?
Offer customized solutions that truly resonate with the aspirations of clients, ensuring that their investments are managed within their defined risk tolerances. Equip wealth managers with automated investment recommendations, sophisticated risk assessments, and simulation tools that facilitate informed decision-making. Streamline the process of creating investment proposals while automating compliance and reporting tasks to expand service offerings to a wider range of clients. Develop specific portfolio recommendations that not only reflect the bank's insights but also align with client preferences and account for the full spectrum of available assets. Implement stress testing and simulations to analyze how changes impact client portfolios, aiming to uncover configurations that optimize the balance between risk and return. Identify portfolios that may breach investment suitability and strategic asset allocations. Furthermore, deliver actionable insights on optimal trading strategies to help steer existing client portfolios towards achieving their desired asset allocation objectives, thereby enhancing overall investment performance. By weaving together these approaches, wealth managers can dramatically improve both the quality of their services and the satisfaction of their clients, ultimately fostering long-term relationships built on trust and success.
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
Edgelab
Company Website
www.edgelab.ch/
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
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management