InvestCloud

65 results about this entity

Period: 13 Oct 2015 - 15 Aug 2024

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InvestCloud releases Open CRM for investment managers

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the cloud with $2 trillion+ in assets, has released Open CRM, an enhanced customer relationship management system.

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InvestCloud opens Carlsbad, CA. office

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the cloud with $2 trillion+ in assets, today announced the company has opened a new office in Carlsbad, California.

Westwood Holdings signs with InvestCloud

InvestCloud, a platform for the development of financial digital, pre-integrated cloud solutions with $2 trillion+ in assets, today announced that Westwood Holdings Group, Inc. (NYSE:WHG), a leading investment manager to institutional investors, private wealth clients and financial intermediaries, has chosen to utilize the company’s entire suite of products.

/cloud

Empaxis selects InvestCloud for turnkey asset management platform

Empaxis has selected InvestCloud, Inc. to launch a new Turnkey Asset Management Platform, TAMP1.

The Power of Programmes Writing Programmes

The Power of Programmes Writing Programmes

John Wise, Founder, Chairman and CEO of InvestCloud talks about the trials of coding and the answer to the problem, PWP (Programmes Writing Programmes) how this low code approach assists wealth management, who's building that functionality and how the the approach to data differs between the small to medium sized firms.

A game changer for generating code in a digital age

A game changer for generating code in a digital age

John Wise, CEO, Co-Founder and Chairman of InvestCloud talks Finextra through the genesis of InvestCloud, the role and evolution of Programmes Writing Programmes (PWP) and simplified intelligence in generating code, the importance of 'Digital Empathy' in a digital age and how Cloud has shaken up the market in the last decade.

InvestCloud appoints Rebeca Sanchez Sarmiento as CFO

Global FinTech firm InvestCloud appoints Rebeca Sanchez Sarmiento as its Chief Financial Officer.

/cloud

InvestCloud appoints Michael Smith head of New York operations

InvestCloud has appointed its co-founder Michael Smith as EVP Business Development of the global FinTech firms’ New York office.

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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.

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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.

InvestCloud announces Mark Trousdale as chief growth officer

Global FinTech firm InvestCloud has announced Mark Trousdale as Chief Growth Officer.

Courtiers switches on digital wealth management with InvestCloud

InvestCloud Inc., a global FinTech firm, has designed, built and deployed a digital client platform for UK wealth management firm Courtiers.

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