What’s Next For Client Portals: Part 1 – The Evolution

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In 2010, the “cloud” began to emerge as the dominant metaphor for a storm of application functionality that was migrating to the Internet. InvestCloud lead the charge in financial applications and was unique for several reasons. Unlike a typical startup, it was started by a group of experienced industry veterans. The core management team had deep technical knowledge of the financial services industry. They understood existing enterprise applications that drove the industry and was committed to building a comprehensive, fully integrated platform that was fully cloud native.
More importantly, InvestCloud created a groundbreaking model for creating new applet functionality. As discussed in a previous post, Programs Writing Programs (PWP) makes it easy and fast to create new fit-to-purpose applets. This code generator created huge implications for the scope of possibilities for this generation of client portal functionality. In our next blog post, we will talk more about it. From the integration of cloud apps from disparate platforms, to the creation of client specific custom views, we are now seeing a scope of functional capabilities that would not have been possible under the old software paradigm.
If you would like more information on InvestCloud’s comprehensive, fully integrated financial applet platform and how it can help you create a more competitive client experience, contact us at 888-800-0188 or visit us at www.investcloud.com
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Chicago Clearing Corp and InvestCloud, Inc. Announce New Partnership

InvestCloud, Inc, a provider of cloud-based front, middle and back office solutions focused on digitizing customer experiences and internal operations for global investment advisors, today announced a partnership with Chicago Clearing Corp., (CCC), a class-action claims recovery specialist. The partnership will deliver a technology solution for financial institutions to manage, file, and recover funds in securities class action settlements. Financial advisors within the InvestCloud universe will now have a turnkey solution that increases value to clients by streamlining the settlement process from beginning to end.

Today, most financial advisors rely on mailings or hard-to-track industry communications just to stay informed of existing settlements. Claim filing itself requires a significant amount of paperwork filing on behalf of the Advisor and/or client. InvestCloud’s customized Chicago Clearing Corp Applet will dramatically simplify this notoriously difficult process.

“InvestCloud has built an easily deployable and scalable first-class investment platform for every professional investment manager or financial institution. By partnering with Chicago Clearing Corp we are increasing our user experience and continuing to support our ongoing effort to improve advisor efficiency,” said John Wise, chairman and CEO of InvestCloud, Inc. “The partnership with Chicago Clearing Corp is yet another example of how we’re helping advisors to grow and achieve great results for their clients, while equipping them to become leaders in the industry.”

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InvestCloud Community Service Day with Food on Foot in Hollywood

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InvestCloud’s team members and their families gathered for a good cause on Sunday, October 25, 2015. InvestCloud sponsored the entire day organized by Food on Foot. We helped by distributing pre-packed food and clothing to the homeless and less-fortunate.

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CEO At InvestCloud On The Fintech Firm’s Recent Cash Injection

Family Wealth Report spoke to John Wise, CEO at InvestCloud, about why he launched the firm, which markets he wants to push into next year, and other long-term industry trends.

Here, Wise goes into a little more detail about his career and the recent cash injection from FTV Capital, which was founded in 1998 as FTVentures. Click here to read more on Wise’s interview with Elaine Chavagnon, Editor of Family Wealth Report.

If you would like to learn more about InvestCloud’s offerings, visit us at www.investcloud.com or click here to get in touch.