InvestCloud Inc.

Global WealthTech leader enabling clients, advisors and their customers through connected technology, enhanced intelligence and inspired experiences.

[InvestCloud Inc. @InvestCloud]

We’re proud to share that InvestCloud is a finalist for the 2025 MMI/Barron’s Industry Awards in the Investment Innovation category for our Private Markets Account™ (PMA) Network. https://t.co/Eu4ZeXVFx9 #MMIIndustryAwards #PrivateMarkets #WealthConnected

[InvestCloud Inc. @InvestCloud]

In BenefitsPRO’s latest article, Cheryl Nash, President of APL at InvestCloud, shares her perspective on the growing momentum behind private market investments in 401(k) plans. Read more: https://t.co/HzjRDNAh8l
#InvestCloud #PrivateMarkets

[InvestCloud Inc. @InvestCloud]

Proud to be recognized as Best Risk Monitoring and Management Solution at the 2025 WealthBriefing Asia Awards. #WealthConnected #InvestCloud #ClientLifecycleManagement #RegTech #KYC

[InvestCloud Inc. @InvestCloud]

How are you preparing your Relationship Managers for the future of wealth? Discover best practices and download the report: https://t.co/E5534T9qZn #WealthManagement #FutureofWealth #WWR25

[InvestCloud Inc. @InvestCloud]

InvestCloud is a proud sponsor of INSITE25. We look forward to engaging with industry leaders and sharing how InvestCloud’s platform is shaping the future of wealth.
#INSITE25 #InvestCloud #WealthConnected #DigitalTransformation #ClientExperience #AdvisorTechnology #WealthTech

[InvestCloud Inc. @InvestCloud]

Our AI-powered onboarding and CLM solution helps private banks streamline operations, reduce client drop-off, and accelerate time to value.
https://t.co/2UZXQ5Htn2 #InvestCloud #WealthTech #ClientOnboarding #PrivateBanking #DigitalTransformation #WealthManagement

[InvestCloud Inc. @InvestCloud]

In the 2025 AI Toolkit Report from The Wealth Mosaic, InvestCloud explores how Generative AI is accelerating change across the adviser experience. https://t.co/0PzIp0MOLH

#WealthTech #GenerativeAI #DigitalWealth #AdvisorProductivity #InvestCloud #WealthConnected

[InvestCloud Inc. @InvestCloud]

We’re excited to welcome Josh Mayer as Chief Operating Officer of APL, marking a new milestone in InvestCloud’s mission to revolutionize managed accounts and transform how public and private assets are managed on a single platform. https://t.co/FT03OCZO4a

[InvestCloud Inc. @InvestCloud]

Proud to be recognized as the Best Client Lifecycle Management Solution at the 2025 WealthBriefing European Awards. Thank you to our clients and partners for your trust, and to WealthBriefing for this prestigious recognition. #WealthConnected

[InvestCloud Inc. @InvestCloud]

On International Women’s Day, we celebrate the women driving innovation, leadership, and excellence across the financial industry. Together, we accelerate action toward a smarter financial future. #InternationalWomensDay #IWD2025

[InvestCloud Inc. @InvestCloud]

Announcing our first-in-market network collaboration with Apollo. Seamlessly combine public and private assets with InvestCloud’s leading managed accounts platform and Apollo’s leading private markets model portfolios. Join the network at https://t.co/GYKh5liIBE #wealthtech

[InvestCloud Inc. @InvestCloud]

On #WealthTechToday, Jeff Yabuki discusses how the PMA network is connecting asset managers, wealth managers, and strategists to simplify alternative investment distribution and drive industry-wide adoption. Listen now: https://t.co/LfnR7wONKt #WealthTech #InvestCloud

[InvestCloud Inc. @InvestCloud]

Black History Month is a time to recognize and honor the leaders, innovators, and changemakers who have shaped industries, economies, and societies. #BlackHistoryMonth #Innovation #Inclusion #DEI

[InvestCloud Inc. @InvestCloud]

Happy Lunar New Year from InvestCloud! Wishing you prosperity, good health, and joy in the Year of the Snake. Let's continue to forge strong partnerships and drive innovation in the financial industry together. Here's to a year filled with success and growth!

[InvestCloud Inc. @InvestCloud]

Today, we honor the legacy of Jimmy Carter on this National Day of Mourning. His lifelong dedication to humanitarian efforts and his unwavering commitment to service have left an indelible mark on countless lives.

[InvestCloud Inc. @InvestCloud]

First American Bank (FAB) has selected InvestCloud to modernize its digital wealth management platform, enhancing client engagement and advisory services with innovative technology. https://t.co/ykb1mmDbne

#InvestCloud #WealthManagement

[InvestCloud Inc. @InvestCloud]

Wishing you and your loved ones a joyful holiday season and a prosperous year ahead. Here’s to continued success and innovation in 2025.

[InvestCloud Inc. @InvestCloud]

We’ve cracked the code on combining alts with public assets in any wealth portfolio. Manage public and private assets, including alts, all on one platform. Join the network at https://t.co/R4i3oc63X5 #alts #privatemarketsaccount #pma #investcloud #wealthtech

[InvestCloud Inc. @InvestCloud]

Introducing PMA™ – The Private Markets Account™. We’ve cracked the code on bringing alts to managed, model-based accounts. Join the network at https://t.co/d8tyCdF29Y

#alts #privatemarketsaccount #pma #investcloud
#wealthtech

[InvestCloud Inc. @InvestCloud]

Simplify billing. Amplify growth. InvestCloud Advantage Fee transforms billing with automation and transparency, helping you focus on what matters most. https://t.co/QLDQTPVvHq
#WealthManagement #Innovation #WealthConnected #BillingAutomation #InvestCloud