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InvestCloud
InvestCloud provides cloud-based digital solutions for wealth managers, asset managers, and banks, focusing on client experience and operational efficiency.
Email: sales@investcloud.com
Phone: +1 310 734 4500
Web: https://www.investcloud.com/
products
PFS-PAXUS
Category: Fund Accounting Systems
A fund accounting and administration system specializing in hedge funds, unit trusts, and offshore funds, offering automated transaction processing, NAV calculation, investor servicing, and comprehensive reporting..
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InvestCloud Investor Portal
Category: Limited Partner (LP) Portals
Allows secure distribution of investment reports, performance analytics, and communication to LPs. Customizable branding, integrated document vaults, automation of notices and workflow, and data visualization capabilities..
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NaviPlan Advanced Tax Planning
Category: Tax Planning Software
Enables advisors to create detailed tax projections, model tax-efficient investment strategies, analyze Roth conversions and capital gains, and visualize client tax outcomes..
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NaviPlan Education Planning Calculator
Category: Education Funding Calculators
Includes detailed planning for single or multiple children, customizable contribution and inflation assumptions, grants and scholarship modeling, and real-time shortfall analysis within comprehensive plans..
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NaviPlan Insurance Needs Analysis
Category: Insurance Needs Analysis Software
Advanced insurance needs analysis covering life, disability, and long-term care. Enables what-if analysis, cash flow planning, and robust illustration tools for advisors to address client insurance gaps within holistic financial plans..
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InvestCloud Digital Onboarding
Category: Client Onboarding Platforms
A modular, digital onboarding platform supporting guided workflows, KYC and AML, e-documentation, electronic signatures, real-time progress tracking, and integrations with CRM and portfolio management tools..
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NaviPlan CRM
Category: Client Relationship Management (CRM) Systems
Integrated CRM capabilities within the NaviPlan financial planning platform, featuring client data management, task tracking, and document storage. Seamlessly connects client relationship data with financial planning information for a unified advisor experience..
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