Client Solutions
Branded digital experiences that keep clients confident, informed, and connected to their wealth.
Advisor Solutions
The Intelligent Workspace That Turns Insights into Smarter Client Outcomes
InvestCloud Advisor Workspace connects data and AI to deliver a unified, intelligent workspace that operates at the intersection of the advisor and client experience.
Advisor Workspace gives advisors a unified view across trust, brokerage, and advisory and integrates with existing core wealth technology, meaning no rip and replace. Advisors gain a centralized place to prepare for meetings, identify opportunities, and support clients with greater consistency, efficiency, and scale.
With InvestCloud, Firms Can:
- Increase advisor capacity by 20%
- Save 4–6 hours/week per advisor
- Grow net-new assets by 5-8% and annual revenue by 2-4%
A Single Intelligent Workspace
Advisor Workspace is delivered through flexible platform packages. It scales with your firm’s needs, from core productivity to fully AI-powered front office orchestration.
ESSENTIALS
Core access with AI-powered productivity
A modern entry point for advisors with secure access, embedded intelligence, and firm-branded experiences.
- Single sign-on for unified access
- AI-powered assistant, insights, and meeting support
- Knowledge Center for firm resources and updates
- Support tools (e.g., Become User) for service teams
- Branded experience with logo and client-specific URLs
ENTERPRISE
Enhanced journeys, reporting, and engagement
Add the tools advisors need to manage relationships, communicate, and drive growth at scale.
Everything in Essentials plus:
- Dashboards and KPI tracking
- Secure messaging and team collaboration
- Document vault and notifications
- Investment and advanced reporting
- Watch lists for key clients and opportunities
- Expanded branding and configurable experiences
ELITE
Full front office orchestration
Unlock complete relationship management and coordination across every client interaction.
Everything in Enterprise plus:
- Task management
- Client and household 360 views
- Planning overlay within advisor journeys
- Product search and discovery
- Custom report generation at scale
Connected Wealth Intelligence for Every Advisor
InvestCloud embeds AI into every client engagement, turning data into insights, insights into actions, and actions into outcomes. Built on a shared, governed data foundation, intelligence improves with every interaction.
Advisor Assistant
A conversational copilot that allows advisors to query their data, summarize documents, draft client communications, and trigger next-best-actions from one place, saving 4-6 hours per week per advisor on research and administrative work.
Meeting Assistant
Automatically generate agendas, talking points, notes, and follow-ups, reducing preparation and follow-up time from nearly an hour to just minutes while improving consistency and documentation quality.
Wealth Insights
Continuously analyze portfolios, client behavior, and life events to surface opportunities such as idle cash, life-stage changes, and next-best actions, helping advisors cover 100% of their book and grow share of wallet by 5-10%.
Practice Analytics
KPI-driven dashboard that provides visibility into book health, client engagement, and advisor productivity, helping firms identify at-risk households earlier and reduce attrition by 3-5% through early outreach and engagement.
Client Risk and Screening
AI-driven screening monitors adverse media, watchlists, and risk signals across the client lifecycle, accelerating onboarding, reducing due diligence errors by up to 90%, and strengthening compliance outcomes.
Smarter Governance, Built Into Every Advisor Action
InvestCloud embeds governance, supervision, and access controls directly into the Advisor Workspace, so intelligence can scale safely across the front office. Built on a SOC 2-ready, multi-region data foundation, every insight, action, and recommendation operates within firm-defined controls and regulatory requirements.
Governed Digital Journeys
Digital servicing journeys enforce firm-specific rules, approvals, and documentation requirements, reducing NIGOs and ensuring every step is audit-ready.
Roles and Entitlements
Granular role-based permissions ensure advisors, assistants, and clients only see the information they are authorized to access.
Secure Collaboration and Document Management
Encrypted messaging and a centralized document vault allow advisors and clients to exchange files, reports, and instructions in a governed environment with complete audit trails.
Supervision-Ready Records
Every action, from communications to approvals, is captured in a supervision-ready record, supporting regulatory review and compliance monitoring.
AI Guardrails and Data Privacy
Zero data retention with LLM providers, automated PII redaction, access controls, and human-in-the-loop approvals are built into every AI-powered journey, ensuring AI operates within existing compliance and privacy frameworks.
Elevated Financial Planning
Advisor Workspace connects seamlessly with NaviPlan financial planning.
Advisors can move directly from client insights and meeting preparation into comprehensive financial planning—modeling tax scenarios, liquidity events, and long-term goals.
Learn more about NaviPlan financial planning solutions
Innovation That Scales
What Makes InvestCloud Advisor Solutions Different?
FRONT OFFICE ORCHESTRATION LAYER
Sits at the advisor–client intersection, eliminating the need for another custody-bound desktop or CRM plugin.
ONE GOVERNED DATA FOUNDATION
Powers holistic AI solutions with a single, governed data foundation, replacing fragmented point tools.
SELF-IMPROVING FRONT OFFICE
Continuously refines each recommendation within firm and regulatory guardrails through a self-improving front office powered by AI-driven insights, actions, and outcomes.
PROVEN ENTERPRISE SCALE
Proven at enterprise scale, with over 100 institutions relying on InvestCloud for front-office modernization.
API FIRST, CLOUD NATIVE PLATFORM
Delivers an API-first, cloud-native platform that integrates with existing trust, custody, and portfolio accounting systems, without replacing core infrastructure.
Who We Serve
Built for Every Corner of Wealth Management
From regional and community banks and wealth managers to RIAs and broker-dealers, InvestCloud turns disconnected systems into connected, data-driven experiences that deepen relationships and enable scalable growth.
Financial Institutions
Built for regional and community banks seeking to connect advisor and client experiences across business lines and teams, while increasing advisory efficiency, retention, and growth.
RIAs
InvestCloud brings together the data, technology, and AI modern RIAs need to scale smarter, turning fragmented systems into connected, client first experiences that drive growth and efficiency.
InvestCloud transformed our advisor workflows, giving teams more time with clients and less time managing systems.
Explore More InvestCloud Solutions
Experience the Power of Intelligent Wealth
Experience the Power of Intelligent Wealth
See how InvestCloud empowers advisors to deliver a smarter financial future with more capacity and impact.