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Alternative Investments Now Available in Unified Managed Accounts at Wells Fargo
August 26 2025
Wells Fargo’s WIM division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized UMA
InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement
August 7 2025
InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater value to clients. The new solutions, Intelligent Screening and Intelligent Meeting, are enhanced by technologies from smartKYC, the leading provider of AI-driven know your customer (KYC) risk screening and monitoring solutions, and Zocks, a privacy-first AI assistant for financial advisors.
InvestCloud Announces New APL Chief Operating Officer as It Executes on First-of-Its-Kind Capability
April 17 2025
InvestCloud, a global leader in wealth technology, today announced the expansion of its APL leadership team with the appointment of Josh Mayer to the newly created role of Chief Operating Officer (“COO”) reporting to APL President Cheryl Nash.
InvestCloud Launches White FMB+
March 2 2023
InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion […]
AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution
March 1 2023
InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion […]
InvestCloud Partners with Rabobank to Bring Financial Planning to All Levels of Wealth
July 21 2022
InvestCloud, the global leader in digital transformation for the financial industry, today announced it is […]
InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement
August 7 2025
InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater value to clients. The new solutions, Intelligent Screening and Intelligent Meeting, are enhanced by technologies from smartKYC, the leading provider of AI-driven know your customer (KYC) risk screening and monitoring solutions, and Zocks, a privacy-first AI assistant for financial advisors.
InvestCloud Launches White FMB+
March 2 2023
InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion […]
AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution
March 1 2023
InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion […]
InvestCloud Partners with Rabobank to Bring Financial Planning to All Levels of Wealth
July 21 2022
InvestCloud, the global leader in digital transformation for the financial industry, today announced it is […]
