InvestCloud

Read 6 InvestCloud reviews and testimonials from customers, explore 1 case studies and customer success stories, and watch 7 customer videos to see why companies chose InvestCloud as their

InvestCloud is California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. They create beautifully designed client experiences and intuitive operations solutions using their ever-expanding library of digital modular apps.

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  • 6 Testimonials View
  • 1 Case Studies View
  • 7 Customer Videos View
Customer Rating Review Score based on 1137 reference ratings
4.8/5.0 (1137)

6Testimonials

  • "The tools in InvestCloud Black allow our team to rapidly and accurately evaluate performance, create GIPS composites and support our verification process - all on a unified digital platform."

    Brian Casey Chief Executive Officer

  • "Partnering with InvestCloud allows us to future-proof our technology. As the world becomes more digital, the desire for clients to access financial planning tools and interact with their advisor electronically …

    Chris Briley Chief Technology Officer

  • “InvestCloud is 100x better at aggregating our data than we are.”

    Steve Jenvey Director Architecture & Strategy
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1 Case Studies

  • Westwood moves from Advent APX to InvestCloud

    Brian Casey Chief Executive Officer
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7 Customer Videos

  • Westwood Holdings Group - Customer Success Story (Fabian Gomez - Chief Operating Officer)
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    Fabian Gomez Chief Operating Officer
  • Ravenscroft Group - Customer Success Story (Rachael Bearder - Innovation Strategy)
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    Rachael Bearder Innovation Strategy
  • Accuvest Global Advisors - Customer Success Story (Dave Garff - President & Chief Information Officer)
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    Dave Garff President & Chief Information Officer
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Additional InvestCloud Information & Resources

Read InvestCloud Reviews, Testimonials & Customer References from 6 real InvestCloud customers.

Browse InvestCloud Case Studies, Customer Success Stories, & Customer References from 1 businesses that use InvestCloud.

Watch InvestCloud Customer Videos to learn why 7 businesses chose InvestCloud.

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