InvestCloud Awarded by the Family Wealth Report

  • Consultancy , CRM
  • 07.03.2017 09:30 am

InvestCloud Inc., a global FinTech firm, has scooped two awards for its client communications (client portal) and CRM systems at the Family Wealth Report awards.

The awards, which took place in New York on March 2, showcase the best products, services and experts in wealth management. The firm won outright in the Client Communications category for its dedication to providing the future of communications and reporting in wealth management. Judges specifically applauded InvestCloud’s flexibility in Client Communications. InvestCloud prides itself on a hyper-modular digital client experience. In a rare move from the award organizers, InvestCloud was also ‘highly commended’ in the CRM category, based on the strength of its solution.

Mark Trousdale, EVP at InvestCloud, said, “These two wins demonstrate the uniqueness, quality and value of our digital platform. We are dedicated to creative innovation in providing the most flexible, user-centric solutions in the market – something that is enabled by our proprietary Programs Writing Programs (PWP) technology, and that creates a significant differentiator between ourselves and incumbent players.”

Alongside the Family Wealth Report awards, InvestCloud has been shortlisted in a further five categories across three separate award organizations in Europe and the US.

The firm has been nominated for the Online Technology Provider of the Year and Most Disruptive Financial Sector Technology categories at the FSTech Awards, alongside Best Reporting and Best Client Communications at the WealthBriefing awards.

InvestCloud’s CEO and co-founder, John Wise, is also shortlisted for FinTech Person of the Year at the FTF Awards.


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