InvestCloud Awarded by the Family Wealth Report

InvestCloud Awarded by the Family Wealth Report
07.03.2017 09:30 am

InvestCloud Awarded by the Family Wealth Report

Consultancy , CRM

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.


Related News

Wolters Kluwer Finance, Risk & Regulatory Reporting launches Professional Services consultancy offering for Americas

Wolters Kluwer’s Finance, Risk & Regulatory Reporting (FRR) business has launched a Professional Services offering for ongoing software management and... Read more »

d-fine and Asset Control join forces to deliver enhanced market data management and analytics to business users

d-fine, a leading European consulting firm, and Asset Control, the market leader in financial data management have launched an initiative to... Read more »

An Extraordinary Six Months


It has been an extraordinary six months, not just from a social perspective but also from an economic and financial market perspective. This week we pause for... Read more »

FIME accelerates open banking API innovation & compliance with automated test solution

FIME ... Read more »

Digiterre Launches DataMax to Help Technology Teams Accelerate Growth in Data-Driven Organisations

Digiterre, a software and data engineering consultancy, today announced the launch of DataMax, an enterprise platform for technology teams to manage and analyse big data.  It... Read more »

Know Your Customer is the driving force behind CSLB-Asia's KYC compliance in corporate services

CSLB-Asia, providers of family office, corporate secretarial and commercial business consultancy services, have announced their collaboration with award-winning RegTech company... Read more »

Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App
Financial It Youtube channel