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.

Show more
  • 6 Testimonials View
  • 1 Case Studies View
  • 7 Customer Videos View
Customer Rating Review Score based on 1126 reference ratings
4.8/5.0 (1126)

6Testimonials

  • "At the end of the day, all an advisor needs more of is time. With InvestCloud, we can give the advisor more time to grow their business and bring in …

    Dave Garff President & Chief Information Officer

  • "How do you go out and find a vendor that has certain standard capabilities, but still gives you the flexibility to build something unique to your firm and how you …

    Neal Maglaque President & Chief Operating Officer

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

    Steve Jenvey Director Architecture & Strategy
5 more testimonials currently locked

1 Case Studies

  • Westwood moves from Advent APX to InvestCloud

    Brian Casey Chief Executive Officer
0 more case studies currently locked

7 Customer Videos

  • Westwood Holdings Group - Customer Success Story (Fabian Gomez - Chief Operating Officer)
    Play Video
    Fabian Gomez Chief Operating Officer
  • Accuvest Global Advisors - Customer Success Story (Dave Garff - President & Chief Information Officer)
    Play Video
    Dave Garff President & Chief Information Officer
  • Silicon Valley Bank - Customer Success Story (Jeff Schnitz - Head of Product and Client Experience)
    Play Video
    Jeff Schnitz Head of Product and Client Experience
6 more videos currently locked

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.

FeaturedCustomers has 1,900,523+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.