Managed Account Solutions
Powering the Future of Managed Accounts
Innovating wealth technology for over three decades, APL from InvestCloud is the proven engine behind many of the world’s largest wealth and asset managers.
From unified managed accounts (UMAs) and advanced tax management to bringing public and private assets into a single managed account, we help firms deliver personalization with institutional-grade governance and efficiency.
Modern Technology Built for Market Momentum
Managed accounts have moved from a niche capability to a core growth engine. As investors demand greater personalization, transparency, and control, firms must scale programs quickly while maintaining precision, governance, and a consistent client experience.
InvestCloud modernizes managed account operations with a single, integrated platform that brings model and portfolio management, trading, accounting, and performance together. The result is scalable personalization, faster time to market for new programs, and operational confidence teams can defend.
Unmatched Scale. Proven Reliability.
Built on decades of experience and trusted by leading firms, InvestCloud supports trillions of dollars in assets across millions of accounts, connecting seamlessly with all the leading custodians and trading interfaces, providing consistent, audit-ready controls.
From the nation’s largest broker-dealers to independent RIAs, our platform powers managed account programs at every scale.
Solutions that Power Operational Excellence
Built for precision and speed, InvestCloud Managed Account Solutions integrate with existing infrastructure, delivering everything from model governance and personalized portfolio delivery to private market access.
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Insights & Resources
See How Firms Are Modernizing Managed Accounts
Explore client stories, insights, and case studies that highlight how leading firms modernize managed account operations.
Experience the
Power of InvestCloud
Managed Account Solutions
Experience the
Power of InvestCloud
Managed Account Solutions
See how InvestCloud automates end-to-end account operations to boost efficiency, strengthen compliance, and help advisors spend more time with clients.