Tagged: investcloud

December 13, 2017 @ 1:54 pm By Samantha Hurst  |  

On Tuesday, global fintech firm InvestCloud announced it has created a digital platform and smartphone app for investment advisor Chilton Trust Company. The company reported that Chilton Trust will be using its InvestCloud Blue product to support its digital capabilities for U.S. clients. According to InvestCloud,… Read More

November 22, 2017 @ 11:20 am By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Wednesday it has named Freetrade as the first firm to enter its UK Innovation Center. The UK startup is using the space to bring its app-only stockbroker to market. According to Investcloud, Freetrade was founded by former KPMG accountant Adam… Read More

November 15, 2017 @ 2:00 pm By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Wednesday it has released two new lines of financial apps to run on its digital platform, InvestCloud Gray and InvestCloud Neon. According to the company, InvestCloud Gray digitizes client interactions, providing a modern and flexible platform that is affordable… Read More

November 7, 2017 @ 11:55 am By Samantha Hurst  |  

On Tuesday, global fintech firm InvestCloud announced it was selected by The Asset Management Exchange (AMX), a global institutional asset management marketplace, to build a bespoke digital solution for its growing client base of both asset owners and asset managers. The digital interface will provide clients with… Read More

November 1, 2017 @ 9:36 am By Samantha Hurst  |  

Global fintech firm InvestCloud Inc. announced on Wednesday it has been selected by Grinnell College as its endowment platform. The company reported that the Iowa liberal arts college will use its InvestCloud Navy service to simplify investment management, improve efficiency and centralize data. According to InvestCloud, Grinnell College selected InvestCloud Navy due… Read More

September 13, 2017 @ 10:34 am By Samantha Hurst  |  

Global fintech firm InvestCloud Inc announced on Tuesday it has formed a partnership with Back Office Support Service (BOSS) to launch Synergy, a customer experience platform and service. The company reported that the new solution will ingrate its digital platform with BOSS’ data cleansing prowess…. Read More

August 30, 2017 @ 10:08 am By Samantha Hurst  |  

Global fintech firm InvestCloud has announced Stage Venture Partners (Stage) as the latest firm to take up residence at the InvestCloud Innovation Center in Los Angeles. Stage, which was founded in 2015 by Rob Vickery and Alex Rubalcava, is a Los Angeles-based seed-stage venture capital fund… Read More

August 4, 2017 @ 1:05 pm By Samantha Hurst  |  

Global fintech firm InvestCloud Inc. announced on Thursday it has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the bank’s European and Latin American wealth management customers. The company revealed that Dinosaur Merchant Bank will be using its flagship… Read More

August 1, 2017 @ 11:51 am By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Tuesday that Efficient Tax was named the first fintech startup to take residence at its Los Angeles Innovation Center. According to the company, Efficient Tax will use its time at the center and leverage InvestCloud’s Programs Wiring Programs (PWP)… Read More

July 11, 2017 @ 2:35 pm By Samantha Hurst  |  

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global fintech firm InvestCloud as a technology partner for its new digital advice platform. According to the companies, Apex will allow fintech startups and financial institutions to quickly take to… Read More

June 28, 2017 @ 10:30 am By Samantha Hurst  |  

InvestCloud Inc., a global fintech firm, announced on Wednesday that it is set to launch a financial technology incubator and accelerator at its European headquarters in Soho, London. The firm reported that its InvestCloud Innovation Center London will offer both new startups and established financial firms… Read More

May 2, 2017 @ 3:34 pm By Samantha Hurst  |  

Asian robo-advisory platform-as-a-service provider, WeInvest, announced on Tuesday it has teamed up with global fintech platform InvestCloud to enable its robo-advisory solution, which supports multi-asset based, multi-currency, goal-based, and thematic investing. Speaking about the partnership, Bhaskar Prabhakara, CEO at WeInvest, stated: “The WeInvest PaaS solution gives… Read More

April 18, 2017 @ 3:25 pm By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Tuesday the launch of its new Navy apps for pensions, endowments, and foundations (PEF). According to the company, these upgrades to Navy enable informational power for better asset allocation through robust access, control, and entry apps, offering multiple views… Read More

March 9, 2017 @ 10:47 am By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Thursday it is expanding into Europe by launching a new division and opening its London Soho headquarters. According to InvestCloud, the forming of its icMAC (Modeling, Accounting & Custody) division follows the firm’s $20 million acquisition of London-based Babel Systems,… Read More

March 1, 2017 @ 11:27 am By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Wednesday the launch of its innovation center for financial startups and institutions, which is located at its Pacific Design Center headquarters in Los Angeles. According to InvestCloud, the center will now enable teams from banks, wealth managers, and other financial services… Read More

February 23, 2017 @ 4:54 pm By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Thursday it has formed a partnership with the City of Boston and Boston Mayor, Martin J. Walsh, to launch a new family savings program, which creates savings plans for children’s education. According to InvestCloud, the Boston Saves allows families… Read More

January 9, 2017 @ 2:48 pm By Samantha Hurst  |  

California fintech firm, InvestCloud announced on Monday it acquired London-based Babel Systems for $20 million. This news comes just a few months after JPMorgan Chase & Co. (NYSE: JPM) announced it made an equity investment in InvestCloud.  Founded in 2008, Babel created the Babelsys securities processing system for… Read More

September 30, 2016 @ 9:15 am By Samantha Hurst  |  

Last week, JPMorgan Chase & Co. (NYSE: JPM) announced it has made an equity investment in California fintech firm, InvestCloud. The banking giant also confirmed it has formed a strategic partnership with InvestCloud to accelerate its development of brand new digital capabilities for individual investors… Read More