BST Awards 2020: Best integrated front-office platform: InvestCloud

Buy-Side Technology Awards 2020

This is an area that has been dominated by the likes of Charles River (now with State Street), Eze Software (now with SS&C Technologies), and Bloomberg (still an independent behemoth). So, it should come as something of a surprise that California-based InvestCloud was named this year’s winner in the best integrated front-office category.

InvestCloud White is targeted toward the wealth management advisors and encompasses communication tools, digital advice, client management services, data warehousing, performance and risk management, billing, and accounting.

Its suite of solutions includes a customizable dashboard that aggregates various client KPIs. It also allows users to create targeted content, while accessing research and news products. Additionally, the InvestCloud offering allows wealth management firms with a view of various businesses and a training tool for new advisors.

“InvestCloud is designed to empower advisors while providing them with mass scale and efficiency serving a real market need. Traditionally, financial advisors spend far too much time and money managing dozens of different and outdated pieces of expensive technology that are poorly integrated, requiring ‘swivel chair’ workflow processes and providing inflexible information. White is a complete solution for serving clients and advisors’ front-, middle-, and back-office requirements, all on a single integrated platform,” according to a spokesperson.

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