InvestCloud, Inc.

We are so excited to share that InvestCloud has been featured in the @builtinla list of Top 100 Best Places to work in Los Angeles!

#InTheNews: Ever wonder why you can't seem to stop playing that one video game, or stop checking that social media app? Principles of gamification lead to high rates of digital engagement for the end user which is why we apply those principles across financial platforms as well. Learn more from InvestCloud Chief Growth Office @marktrousdale in this article from @the_fintech_times Link in bio

At InvestCloud, we recognize our growth and success is driven by our people as much as by our product. InvestCloud encourages employees to grow by empowering them to take on new challenges. We asked Rachel Barker, Project Coordinator, how she thinks InvestCloud supports employee career growth?

"For Financial Institutions it’s not just about providing the right services online it’s also about ensuring their services and experiences are engaging." InvestCloud's Chief Growth Officer, Mark Trousdale speaks to The FinTimes about the ways gamification boosts engagement for financial institutions. Read more: https://thefintechtimes.com/investcloud-how-gamification-b/

Keep up with the latest WealthTech views from Craig Iskowitz’s ItzOnWealthTech podcast this week featuring InvestCloud co-founder Yaela Shamberg discussing our origins in an LA garage, why best of breed is out, and learn about our latest solution InvestCloud White. Listen via the Wealth Management Today website: https://wmtoday.com//itzonwealthtech-ep-64-best-of-breed-/

We asked Taryn Balthazar, EVP & Head of Distribution APAC in Singapore, to recommend one podcast. "The Beautiful Anonymous podcast is a 60 min call between the very funny Chris Gethard and a random person to discuss anything they like. It's raw, open, honest and empathetic."

InvestCloud Blue empowers Wealth Managers to build and maintain intuitive and responsive client relationships tailored for specific client bases. Learn more about InvestCloud Blue: http://inv.cloud/blue

We create beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps. Learn more: http://inv.cloud/hp

It’s time for financial systems to embrace a new think approach an approach rooted in simplicity, empathy, intuition and design created for flexibility and longevity. http://inv.cloud/hp

It’s time for financial systems to embrace a new think approach an approach rooted in simplicity, empathy, intuition and design created for flexibility and longevity. http://inv.cloud/hp

The InvestCloud community is staying as connected as ever while working from home. We are keeping in touch in a number of ways, including virtual happy hours and a 'coffee room' conference line a dial-in that anyone can call for a coffee break & chat! Take a read of this great article we found with more tips to help your teams connect virtually: https://www.forbes.com//5-ways-to-keep-teams-connected-v/

Happy Birthday InvestCloud! 10 years ago today, on April 1, 2010, InvestCloud was founded in a garage with the vision that any investment manager can have access to a first-class digital platform through the cloud with InvestCloud. Our principles were written on the whiteboard in the garage Think Design, Vision, Plan, Passion, Focus, Persistence, Time (Push) & JFDI and they remain true today.... Since that day, InvestCloud has grown from an idea in a garage to a platform that supports some of the largest banks in the world. In addition, for managers under $40 billion, we now support over $2 trillion of assets across 700+ diverse clients. Beyond those numbers, an arguably more important one: people. The small group of 5 in the garage (who remain our executives today) has grown to a family of over 400, based in 8 offices globally with Asia/Pacific expansion in the near future. It's been quite a ride - we look forward to helping more firms achieve their goals of client retention, growth and operational efficiency in the digital age. We can't wait to see what the next 10 years brings!

"With over 30 nationalities represented in our Los Angeles office alone, InvestCloud is a diverse community. We’ve seen how this confluence of cultures creates an inspiring environment that can be felt in the innovation in our work." Fiona Francois - InvestCloud, Chief of Staff.

Build strong client branding across all touchpoints. InvestCloud combines desktop and mobile in a seamless manner. Learn more: http://inv.cloud/hp

Happy #internationalwomensday! InvestCloud is proud to be led by so many incredible women like our Chief of Staff, COO, CFO, Chief Product Officer, Global Head of Delivery and more. Here are just a few of the ladies that make us who we are #womeninbusiness #womenintech #ladybosses

Nobody stays with their legacy accounting system because they like it. They stay because they’re made to believe that its difficult and expensive to change. John Wise, CEO, InvestCloud. https://www.youtube.com/watch?v=YGKIPZR2bcU

Meet Jennie Wang, Head of InvestCloud's Black and Orange Products. See more of the InvestCloud team here: https://www.youtube.com/watch

What's next for advisor technology? Listen to Advisor Perspectives podcast featuring Yaela Shamberg, InvestCoud Co-Founder and Chief Product Officer, as she gives her predictions for what the next decade will bring, including the need for scalable technology.

What Will 2020 Hold For The Wealthtech Industry? Read forecasts from John Wise and other industry thought leaders in this article from FA Magazine https://www.fa-mag.com//what-will-2020-hold-for-the-wealth