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InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
We created the world`s most integrated and unified WealthTech platform. Advisor360° was thoughtfully built for wealth management enterprises with the purpose of driving advisor, support staff, and enterprise productivity.
Integra Shield is a Minneapolis, MN-based company in the Financial Services sector.
Since 1933, Seattle Metropolitan Credit Union has provided financial services to the employees and family members of the City of Seattle. Since then, we have expanded our charter to include anyone who lives or works in the state of Washington.
Blockchain protocols like Bitcoin, Ethereum, and other cryptocurrencies offer a secure way to transact without the need for middlemen.