Technology
InvestCloud Gets A Brand Makeover
The California-headquartered firm says its brand makeover signals a new era of innovation, integration and intelligence.
Wealthtech group InvestCloud, has given itself a brand makeover, as shown by its tagline, Wealth Connected™.
The new brand “signals a new era of innovation, integration and intelligence” for the firm; the design adopts a New Day Red color to signify “a new day in wealthtech,” the firm said in a statement this week.
Additionally, the Los Angeles-headquartered firm said that later this year it will go live with the first phase of including alternative investments within its managed account platform. Advisors will be able to use the InvestCloud platform to manage this new asset type on behalf of their clients in a discretionary account structure, it said.
“We are combining the assets of the company to uniquely position InvestCloud to create differentiated value for our clients, to meet the evolving needs of their customers, and to help them embrace new opportunities,” Jeff Yabuki, chairman and CEO of InvestCloud, said. “Structural changes in the market, such as the broader distribution and democratization of alternative investments, are mandating stronger technology integration and enhanced intelligence to help deliver highly personalized and inspired experiences.”
InvestCloud serves clients such as wealth managers, wirehouses, banks, RIAs, and insurers. In terms of scale, InvestCloud said it supports institutions which represent more than 40 per cent of the $132 trillion of total assets globally.