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

GreenKite Names Professor Dean Fathers as Chairman

GreenKite, an independent Professional Services Firm for Insurance and Financial Services, is delighted to announce the appointment of Dean Fathers; experienced entrepreneur,... Read more »

ACI FMA partners with Axiom Global Advisors to boost industry-wide FX Global Code implementation

The ACI Financial Markets Association (ACI FMA) has today announced a partnership with Axiom Global Advisors (Axiom) to help Market... Read more »

Over 60% of Millennials Are Using ‘Buy Now, Pay Later’ Services When Shopping, Kearney Research Shows

 

Analysis from global consulting partnership Kearney has found a growing appetite for point of sale (PoS) credit finance – otherwise known as ‘buy now, pay later’ – ... Read more »

32 Consulting Firm Named Finalists For MCA Awards 2020

The Management Consultancies Association has announced its finalists for the 2020 edition of its annual awards ceremony. A total of 32 firms have been short-listed for the... Read more »

Ignite Sales Achieves Record Growth, Entering 2020 with Momentum

Ignite Sales, Inc., the financial industry leader in customer engagement technology, announced the company experienced an impressive year in 2019 in terms of growth, industry... Read more »

UK Management Consulting Industry Grows By 8%

The United Kingdom’s management consulting industry has grown by 8.3% last year, its second fastest rate of growth since the financial crisis. Although... Read more »

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