InvestCloud Banking Infrastructure
The world's first investment management platform through the #cloud with over 1.4 trillion assets.
InvestCloud, born in a garage (it's what Californian companies do, after all), is driving a high-speed design and technology revolution that is transforming the way the financial industry uses, processes and interacts with data.
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Fintastico Team
4 months
https://www.fintechfutures.com/2020/05/investcl...
InvestCloud kicks of digital transformation at Siebert Financial Corp
US broker-dealer aims for a front-to-back change.
Fintastico Team
4 months
https://www.crowdfundinsider.com/2020/05/162008...
InvestCloud Forms Partnership With National Broker-Dealer Siebert
Siebert, a national broker-dealer and provider of financial services, announced on Wednesday it has appointed InvestCloud to design and implement its complete digital transformation. Siebert reported that through the partnership it will implement InvestCloud's full suite of applications, ranging from intuitive client-facing portals and mobile
Fintastico Team
4 months
https://www.finextra.com/pressarticle/82655/sie...
Siebert to implement InvestCloud suite
Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation.
Fintastico Team
6 months, 1 week
https://www.finews.asia/people/31319-fintech-fi...
Fintech Firm Investcloud Expands in Singapore
The California-headquartered fintech firm will look to capitalize on growing Asia demand for wealth management solutions with the appointment of a regional distribution head. ...
Fintastico Team
6 months, 1 week
https://www.fintechfutures.com/2020/03/jhp-pick...
JH&P picks InvestCloud to transform digital communication
The wealth management group also expects significant cost savings.
Fintastico Team
6 months, 3 weeks
https://www.crowdfundinsider.com/2020/03/158382...
California-based Fintech InvestCloud Introduces InvestCloud White to Offer Improved Wealth Management Services
California-based Fintech InvestCloud introduces InvestCloud White to offer improved wealth management services.
Fintastico Team
6 months, 3 weeks
https://www.crowdfundinsider.com/2020/03/158382...
California-based Fintech InvestCloud Introduces InvestCloud White to Offer Improved Wealth Management Services
California-based Fintech InvestCloud introduces InvestCloud White to offer improved wealth management services.
Fintastico Team
6 months, 3 weeks
https://www.finextra.com/newsarticle/35412/inve...
InvestCloud launches digital platform for IFAs
InvestCloud has unveiled a digital platform for wealth management and turnkey asset management programs (Tamps).
Fintastico Team
6 months, 3 weeks
https://www.finextra.com/newsarticle/35412/inve...
InvestCloud launces digital platform for IFAs
InvestCloud has unveiled a digital platform for wealth management and turnkey asset management programs (Tamps).
Fintastico Team
6 months, 3 weeks
https://finance.yahoo.com/news/global-fintech-l...
Global Fintech Launches InvestCloud White™ to Deliver End-to-end Digital for RIAs, TAMPs
At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs).
Fintastico Team
6 months, 3 weeks
https://www.prnewswire.com/news-releases/global...
Global Fintech Launches InvestCloud White™ to Deliver End-to-end Digital for RIAs, TAMPs
/PRNewswire/ -- At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset...
Fintastico Team
8 months, 2 weeks
https://www.crowdfundinsider.com/2020/01/156423...
Visa-Plaid Acquisition:
On January 13th, Visa (NYSE: V) announced it had purchased the Fintech Plaid as the old school credit card rails company seeks to boost its innovation cred. Visa paid a whopping $5.3 billion to acquire Plaid - a nice exit for early investors. Al Kelly,
Fintastico Team
8 months, 2 weeks
https://www.crowdfundinsider.com/2020/01/156423...
Visa-Plaid Acquisition:
On January 13th, Visa (NYSE: V) announced it had purchased the Fintech Plaid as the old school credit card rails company seeks to boost its innovation cred. Visa paid a whopping $5.3 billion to acquire Plaid - a nice exit for early investors. Al Kelly,
Fintastico Team
9 months, 3 weeks
https://csq.com/2019/12/investcloud-ceo-john-wi...
How InvestCloud is Modernizing the Fintech Industry - CSQ | Magazine, Events, Community
InvestCloud provides our clients with the tools to digitally engage their clients with unique personas that create digital empathy.
Fintastico Team
9 months, 3 weeks
https://www.crowdfundinsider.com/2019/12/155020...
Global Fintech InvestCloud Launches App “PersonaTech” to Create Personal Digital Experiences For Wealth Management Clients
Global fintech InvestCloud announced on Tuesday it has launched a new app, Personatech, to create a personal digital experience for wealth management clients. According to InvestCloud, the new app will enable any wealth manager to have the ability to create personas for each client. 'PersonaTech
Fintastico Team
9 months, 3 weeks
https://www.crowdfundinsider.com/2019/12/155020...
Global Fintech InvestCloud Launches App “PersonaTech” to Create Personal Digital Experiences For Wealth Management Clients
Global fintech InvestCloud announced on Tuesday it has launched a new app, Personatech, to create a personal digital experience for wealth management clients. According to InvestCloud, the new app will enable any wealth manager to have the ability to create personas for each client. 'PersonaTech
Fintastico Team
9 months, 3 weeks
https://www.finextra.com/pressarticle/80898/inv...
InvestCloud launches 'Personatech'
InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the Cloud with $2 trillion+ in assets, today announced PersonaTech, a new app designed to create personal digital experiences for wealth management clients.
Fintastico Team
1 year, 1 month
https://www.finextra.com/pressarticle/79591/emp...
Empaxis selects InvestCloud for turnkey asset management platform
Empaxis has selected InvestCloud, Inc. to launch a new Turnkey Asset Management Platform, TAMP1.
Fintastico Team
1 year, 2 months
https://www.finextra.com/videoarticle/2165/new-...
New payment paradigms: can the banks keep pace?
Sujatha Venkatraman, Principal Consultant, Temenos, speaks at EBAday 2019 about the three key challenges banks are facing with regard to payments in the digital era, going onto suggest major areas for payment transformation in order for banks to improve their revenue and retain customers attracted by more nimble payment competitors.
Fintastico Team
1 year, 2 months
https://www.crowdfundinsider.com/2019/07/149058...
Global Fintech InvestCloud Appoints Rebeca Sanchez Sarmiento as New CFO
Global fintech InvestCloud announced on Monday it has appointed Rebeca Sanchez Sarmiento as its new CFO. According to the company, Sanchez Sarmiento is a Wall Street veteran and comes to InvestCloud from ATTOM Data Solutions, where she served as CFO and took the lead in
Fintastico Team
1 year, 4 months
https://www.crowdfundinsider.com/2019/05/147633...
InvestCloud Appoints Will Bailey as Chief Strategy Officer
Global fintech InvestCloud announced last week it has appointed Will Bailey as its new Chief Strategy Officer. According to InvestCloud, the newly-created role will see Bailey head up development on emerging product initiatives, which includes leading a strategic product team to apply the latest technology, from
Fintastico Team
1 year, 4 months
https://blocktribune.com/fintech-firm-investclo...
FinTech Firm InvestCloud Appoints Will Bailey As Chief Strategy...
FinTech firm InvestCloud has appointed Will Bailey as Chief Strategy Officer. InvestCloud is a design and software engineering company that specializes in SaaS and BPaaS solutions for the financial industry. It empowers investors and managers with a single version of the integrated truth through...
Fintastico Team
1 year, 4 months
https://www.finextra.com/pressarticle/78417/inv...
InvestCloud appoints Will Bailey as chief strategy officer
Will Bailey has been appointed as Chief Strategy Officer at global FinTech firm InvestCloud, with a focus on product expansion.
Fintastico Team
1 year, 5 months
https://www.finextra.com/pressarticle/78016/inv...
InvestCloud appoints Robert O’Boyle SVP, sales
InvestCloud Inc., a global FinTech firm, has appointed Robert O’Boyle as Senior Vice President of Sales to its New York office.