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InvestCloud Green is designed to empower wealth managers, institutional asset managers and other financial institutions with next generation technology for digitizing trading, accounting and middle-office workflows – allowing your business to rapidly increase automation and reduce costs.

Through the power of digital automation, Green lightens the load of investment operations, allowing the focus to shift to what you do best – serving your clients’ needs. With the strength of InvestCloud’s Digital Warehouse, accounting “conversions” are a thing of the past. This is a new era in information management – secure, accurate and completely frictionless conversion.
 
 
 
 
 
 
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“Being able to deliver perfect customer experience every time relies heavily on the stuff you don’t see – the back-office and middle-office systems working at scale efficiently. We use InvestCloud as our books of records system, which is architected from the ground-up for operational efficiency. It is 21st century technology rather than a legacy of things from the 20th century.”

- Bill Packman, COO, Nutmeg
 
 
 
 
 
Tp

Trade
Processing
Sbr

Settlement
Book of Record
Ibr

Investment
Book of Record
 
Abr

Accounting
Book of Record
Rc

Reconciliation
P

Payments
Dw

Digital
Warehouse
 
 
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The Modules of Green
 
 
Trade Processing
 
 
  • Provisional Order Processing
  • Execution / Fill Processing
 
 
 
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