News results for InvestCloud

2 August 2021

Holistic Wealth Management, Digital Change Go Together

As the financial markets gear up to return to a normal buzz, the industry must not forget the...

23 July 2021

Digital Digest: The Latest Tech News - BNP Paribas, InvestCloud

The latest developments in technology services, products and trends around the world. ...

15 June 2021

WealthBriefing European Awards 2021 Video Interview: Investcloud


M and A
7 May 2021

InvestCloud Boosts Financial Planning Firepower With Acquisition

InvestCloud said it is making the deal at a time when turbulent markets make the need for financial...

24 March 2021

Driving Growth Through Digitization – Why Are So Many Wealth Managers Missing Out?

Wealth managers which are systematizing client intelligence and empowering their advisors with...

M and A
12 February 2021

InvestCloud CEO Elaborates On Finantix, Tegra118 Merger

InvestCloud's CEO adds details to the thinking behind the recent merger deal with Finantix and...

M and A
3 February 2021

Wealthtechs Agree Strategic Merger, Expand Global Reach

Finantix and Tegra118 are being melded with InvestCloud to build a Software-as-a-Service wealth...

18 March 2020

Digital Digest: The Latest Tech News - InvestCloud, James Hambro & Partners

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

25 October 2019

Digital Digest: The Latest Tech News - InvestCloud

The latest news about technology products and services relevant for wealth managers around the...

People Moves
1 July 2019

InvestCloud Builds New York Operations, Plans Further Growth

The firm is building innovation centers in different parts of the world, with more planned across...

Comment & Analysis results for InvestCloud