Client Solutions
Branded digital experiences that keep clients confident, informed, and connected to their wealth.
Front Office Solutions
The Intelligent, Unified Operating System for the Front Office
InvestCloud Front Office Solutions replace fragmented portals and disconnected tools with one connected front office ecosystem. Instead of multiple systems for advisors and clients, firms gain a unified digital layer across advisor desktops and client web and mobile experiences that sits on top of existing trust, custody, planning, CRM, and portfolio platforms.
Powered by a unified Wealth Data Platform, InvestCloud connects across trust, brokerage, and advisory, delivering a single, streamlined view for advisors and clients.
With InvestCloud, Firms Can:
- Increase digital client engagement by 25-35%
- Expand advisor capacity by 20%
- Increase net new assets by 5-8%
Client Solutions – the Unified Digital Front End for Investors
InvestCloud Client Experience replaces multiple client portals with one branded digital journey across trust, brokerage, and advisory, giving investors a complete view of their financial lives and a single place to act.
One Connected Experience
Clients see accounts, held-away assets, planning insights, and documents in the same place where they can connect with their advisors and get answers to their questions.
Drive Conversion and Growth
Guided journeys adapt to client type and orchestrate data and approvals across teams—helping firms convert more prospects and expand share of wallet.
Mobile-First Engagement
Mobile dashboards, approvals, messaging, and notifications deliver a consistent experience across devices.
Advisor Solutions – Front Office Intelligence for Every Advisor
Advisor Workspace delivers a unified view across trust, brokerage, and advisory-giving advisors a single intelligent workspace that powers productivity and growth.
One Unified Workspace
Advisors access client, portfolio, planning, and CRM data in one place—managing pipelines, tasks, and client interactions without switching systems.
Built for Productivity and Growth
AI-powered insights and next-best-actions save time and increase productivity, empowering advisors to serve more clients with more personalized advice, while helping firms attract and retain top talent.
Unified Foundation, Flexible Architecture
A shared, governed data layer connects across existing systems—uniting fragmented data without replacing current platforms.
Wealth Data Platform – the AI-Ready Data Foundation
The Wealth Data Platform unifies data across trust, custody, planning, CRM, and portfolio systems into a single governed foundation powering analytics, AI, and front-office experiences.
Broad Connectivity
80+ standard integrations accelerate implementation timelines without replacing existing solutions.
Connected, Trusted Data
Client, account, and portfolio data are standardized into one source of truth for dashboards, insights, and workflows.
Technology That Scales
What Makes InvestCloud Front Office Solutions Different?
FRONT OFFICE ORCHESTRATION PLATFORM
Connects advisor and client experiences, rather than functioning as another custody-specific portal or CRM plugin.
CONTINUOUSLY IMPROVING INTELLIGENCE
AI-powered insights, actions, and outcomes continuously improve with each client interaction.
UNIFIED DATA FOUNDATION
Establishes a unified data foundation that powers insights, actions, and outcomes across the business.
OPEN, MULTI-PLATFORM ARCHITECTURE
Provides an open, multi-platform architecture that integrates with existing systems and works across custodians and other key platforms.
INTEGRATED ECOSYSTEM
Delivers an integrated ecosystem across front office, managed accounts, and private markets access.
A Unified, Intelligent Front Office for Modern Wealth Management
Powered by connected data and agentic AI, our Front Office Solutions integrate with existing platforms to help firms and advisors reduce duplicate work, act faster, personalize more, and deliver better client outcomes.
Trusted by the World’s Leading Wealth Platforms
With more than 250 enterprise clients and $84T in client assets, InvestCloud is a proven enterprise partner, helping firms confidently modernize advisor and client experiences with reduced execution, integration, and governance risk.
Trusted by
Experience the Power of Intelligent Wealth
Experience the Power of Intelligent Wealth
See how InvestCloud helps firms deliver a smarter financial future.