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InvestCloud Blue empowers wealth managers to build and maintain intuitive and responsive client relationships – tailored to be appropriate for your specific client base. With InvestCloud Blue, client engagement, advice, reporting and management are digitized in cloud-based apps. This allows wealth managers to get a whole view of their clients – instantaneously and at scale – providing unparalleled client service that is involved, intuitive and individualized.
 
 
 
 
 
 
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"One of the things we like about InvestCloud is they’re really forward thinking, and we’re excited about the new apps they’re offering. We feel they’re a step above everyone else."

- Sean Erickson, Director of Operations, Steinberg Global Asset Management
 
 
 
 
 
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The Modules of Blue
 
 
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  • Account Objectives
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  • Multi Question/Multi Answer (MQMA)
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InvestCloud Blue is the future of client communication and management – fast, intuitive and high-touch through smart digital applications. Delivering a client experience that will set your business apart.
 
 
 
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powerful products for individual investors and institutions alike
 
Assembled on-demand to meet your specific needs from a complete, differentiated ecosystem of cloud-based financial apps.
 
 
 
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All Financial Markets
 
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