Ohio’s Huntington National Bank teams up with InvestCloud to launch Advisor Connect solution
The new offering is built on InvestCloud’s Find My Advisor technology.
The new offering is built on InvestCloud’s Find My Advisor technology.
Goal-based financial planning features will be made available to Rabobank’s customers.
InvestCloud’s solutions will be used for onboarding and managing high-net-worth client relationships.
Until regtech is embedded into the core processes of wealth management, its potential remains constrained.
Vista Equity-owned Advicent provides technology for 3,000 firms.
Yaela Shamberg, co-founder and CPO at InvestCloud shares her thoughts on gender equality.
US broker-dealer aims for a front-to-back change.
The platform is designed for small to medium-sized investment managers.
Deal extends its direct-to-consumer (D2C) offering for asset managers.
California-based InvestCloud has acquired Babel Systems in London for $20 million. Babel provides a modular and API-based trade and accounting platform, while InvestCloud has over 660 clients with “accounting needs served by legacy accounting systems that were designed in the last century”. This acquisition links InvestCloud’s digital platform with Babel’s capabilities. InvestCloud will also continue […]
JP Morgan Chase and InvestCloud, a California-based fintech firm, are partnering to develop digital capabilities for individual investors at both the JP Morgan and Chase franchises. JP Morgan has also made an equity investment in InvestCloud, but hasn’t revealed the figures. This investment is just one part of JP Morgan’s three-year $300 million digital strategy […]