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InvestCloud White puts InvestCloud’s proprietary tools to work, inspiring innovation for mature businesses and startups alike. Incubated within the InvestCloud Room, White allows you to create customized digital solutions at an accelerated pace in collaboration with a team of InvestCloud mentors.
 
 
 
 
 
 
 
 
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"Dynasty Desktop is set up with InvestCloud in a way where you can manage your clients, you can manage your investments and you can manage your business, all in one place. And the integration of having both InvestCloud's technology and their ability to connect to other people's technology is what makes this really work"

- Todd Thomson, Chairman, Dynasty Financial Partners
 
 
 
 
 
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Digital App
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The Modules of White
 
 
Aggregation
 
Data Inception
 
  • Cross-Platform Integration
  • Integration Partners
  • Common Interface
 
 
 
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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.
 
 
 
Client portal | Digital Onboarding | Integrated CRM | Advisor portal
 
Risk measurement | Digital warehouse | GIPS compliance,
 
Data Aggregation | Portfolio management | Market data | APIs
 
Trade processing | Digital warehouse
 
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