Fund Admin: the Zoo of Data & the Data Science Solution

The business of data has expanded significantly over the last few decades, and the collection and analysis of various data types has grown massively. In the mainstream, for example, social media and news stream data is collected and analyzed to provide social behavior insights. Within the realm of financial services, data has traditionally been limited […]

Cloud accounting – why buy now?

Cloud computing, sometimes known as Software-as-a-Service (SaaS), is well established. The operational expenditure versus the capital expenditure advantages are well understood and accepted, as are the benefits of scalability, on-demand capacity and the removal of infrastructure and hefty upgrade costs. Even the terminology, once part of the exclusive language of IT professionals, is now part […]

InvestCloud launches Emerald for Robos and hybrid wealth managers on a digital platform

Los Angeles – March 20, 2017 – InvestCloud Inc., a global FinTech firm, has released Emerald, a new solution for Robo-Advisors and hybrid wealth managers that empowers them with an end-to-end solution for portfolio management, trading, accounting, payments and fee management. InvestCloud Emerald provides a front-, middle- and back-office digital platform for Robo-Advisors, banks, family offices […]

Know Your Digital Platform – 5 Critical Questions to Ask

The Silos Are Falling Financial services runs on data, lots of it. Hosting applications and outsourcing computing power in the cloud are quickly becoming the norm but are creating a much larger ecosystem of data sources beyond the traditional reach of IT. Application and system design today must incorporate a framework to reach outside of […]

InvestCloud Delivers Tailored Digital Platforms

Comprehensive research conducted by PwC has determined that the wealth management sector of financial services is one of the least tech-literate sectors in the financial services industry. Interviewing over 1,000 high net worth individuals (HNWI) from the U.S., Europe and Asia and over 100 client facing relationship managers at wealth management firms and banks around […]

Investments: Then, Now and Tomorrow – digital platform

The past 12 months have represented a tumultuous year for the entire global financial industry, not just for wealth management. A number of factors made their mark. Ever-tightening regulations, geo-political upheaval, the latest cycle of digital innovation and an emerging client base have all presented challenges and opportunities over the last year. As well as client expectation […]

Big data: bringing it all onto a digital platform for wealth management

A new breed of client requires an evolved form of investment advice. Big data is key to this. But it has to be well structured, easily interpretable and readily accessible for an increasingly digitalized, millennial audience who expect to work in a much more transparent way. They also expect client portals, advisor portals, enhanced client […]

Programming Your Digital Platform

Financial services have reached a point in the industry’s digital transformation movement where firms are no longer asking “Do I need to a digital platform?” In crossing that divide advisors and institutions are discovering that simple market commentary and product updates are not enough. One of the benefits of a digital platform is it allows […]

InvestCloud wins landmark client portal deal with South African wealth manager

InvestCloud’s rapid global growth continues as private client division of Anchor Group appoints it to provide digital client communication and client reporting London and Johannesburg – May 12, 2017 – InvestCloud Inc., a global FinTech firm, has been appointed by Anchor Private Clients, the private client division of JSE-listed Anchor Group, to provide digital client […]

Digital Experience and Client Portal

client portal, advisor portal, digital platform, client communication, client reporting, financial mobility