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InvestCloud Purple empowers outsourced CIOs and family offices to manage, deploy and report on diverse assets. Purple is comprised of a full suite of onboarding, portfolio operations, analytics and client reporting solutions. Experience a whole new confidence in decision-making and client service.
 
 
 
 
 
 
 
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"The way Glenmede uses the InvestCloud digital platform is strategically aligned with how Glenmede is considering our digital strategy. InvestCloud has demonstrated a very strategic capability, and now we can manage, communicate and share information dynamically with our clients on their platform."

Lou Pellicori, CTO, Glenmede Trust Company
 
 
 
 
 
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The Modules of Purple
 
 
Client Onboarding & Setup
 
Bring On New Business
 
  • Manage Client Portfolios
  • Manage Client Accounts
  • Manage Investable Funds
  • Manage Securities
  • Manage Client Users
 
 
 
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InvestCloud Purple combines world-class portfolio management - across a range of diverse asset types - with unparalleled client service.
 
 
 
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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.
 
 
 
Wealth Managers
 
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Allocator Owners
 
Allocator Managers
 
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Institutional Asset Managers
 
Institutional Asset Managers
 
All Financial Markets
 
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