Search
 
 
InvestCloud Blue empowers wealth managers to build and maintain intuitive and responsive client relationships, tailored for specific client bases. Blue digitizes client engagement, onboarding, advice, reporting and management in cloud-based apps, giving investors a world-class digital experience and giving managers a comprehensive view of their clients.
 
 
 
 
 
 
Request A Demo
 
 

“We learned a lot from InvestCloud, and the InvestCloud project completely changed how the business thinks about IT. InvestCloud is 100x better at aggregating our data than we are.”

- Steve Jenvey, VP of Enterprise Architecture for Sales, Marketing and Digital, Capital Group
 
 
 
 
 
Cp

Client
Portal
Ap

Advisor
Portal
Do

Digital
Onboarding
 
Da

Digital
Advice
Icr

Integrated
CRM
De

Digital
Engagement
Dw

Data
Warehouse
 
 
Request A Demo
 
 
 
 
The Modules of Blue
 
 
Client Portal
 
 
  • Dashboard
  • Portfolio Views
  • Allocations
  • Holdings
  • Transactions & Analysis
  • Profile Management
 
  • Document Vault
  • Total Wealth (Outside and Private Assets)
  • Wealth History
  • Canvases and Microsites
  • Client Reports
 
 
 
BlueLearnMore
 
 
 
Request A Demo
 
explore all our cloud-based financial products
 
blueSmall
 
orangeSmall
 
blackSmall
 
greenSmall
 
emeraldSmall
 
navySmall
 
purpleSmall
 
redSmall
 
Twitter
Facebook
LinkedIn
Instagram
 
Youtube
All rights reserved. The information contained in this website may be proprietary. Without written approval from InvestCloud Inc., no part of this website may be reproduced or transmitted in any form or by any means, including but not limited to electronic, mechanical photocopying or recording or stored in any retrieval system of whatever nature. Use of any copyright notice does not imply unrestricted public access to any part of this website. Trademarks are acknowledged as the property of their rightful owner.