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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
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PFS-PAXUS
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
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
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
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
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
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
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.