Technology

Digital Digest: The Latest Tech News – InvestCloud

Editorial Staff May 1, 2023

Digital Digest: The Latest Tech News – InvestCloud

The latest technology news in the wealth management sector from around the world.

InvestCloud
InvestCloud, the wealthtech platform, has been chosen by a US financial tech firm, BUNKER, to launch its mobile-first digital investment platform. BUNKER caters to mass-affluent and high net worth Latin American clients.

US firm, Apex Fintech Solutions is part of the launch and provides custody and broker-dealer support for the new platform through its subsidiary Apex Clearing Corporation. 

BUNKER has been developed by SEC-regulated investment advisor Smartadvisor. Launching simultaneously throughout Latin America, BUNKER offers multi-lingual client communication blended with financial education, and is supported with AI-powered digital advice. 

The deal “showcases InvestCloud’s ability to deliver global digital solutions for the financial industry. Not only did BUNKER pursue a mobile-first design, but they have implemented our core behavioral science principles across the client lifecycle management apps," Will Bailey, chief strategy officer of InvestCloud, said. 

In March, InvestCloud issued the next iteration of InvestCloud White, a solutions and service offering for wealth managers. It is called InvestCloud White FMB+. 

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