InvestCloud Secures $45 Million Growth Equity Investment

InvestCloud has built a proprietary technology platform that offers the investment community the ability to easily build and customize an end-to-end digital experience. Their platform uses highly configurable modules, viewed via a single dashboard, integrating dozens of disparate internal/external financial systems, accounts and products, and enabling unique reports, views of data and workflows. InvestCloud serves a wide range of investment managers, including wealth advisors, large family offices, asset allocators (pension funds, endowments), and asset services providers (hedge fund administrators, independent wealth platforms). Providing over 4,000 different digital user interfaces, InvestCloud’s modules include client communications (document reporting, client reporting, client portal, mobility), client management (CRM and content management system/integration), portfolio management (decision support, performance reporting, attribution, order management, research), operational management (compliance, accounting, billing) and platform repository (data warehousing, aggregation). InvestCloud has over 650 clients on the platform with 150,000 users, and now supports over $1.4 trillion in assets.

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