{"id":11043,"date":"2024-09-19T19:28:48","date_gmt":"2024-09-19T19:28:48","guid":{"rendered":"https:\/\/invest-cloud.co\/?page_id=11043"},"modified":"2024-10-17T13:51:17","modified_gmt":"2024-10-17T17:51:17","slug":"broker-dealers","status":"publish","type":"page","link":"https:\/\/invest-cloud.co\/broker-dealers\/","title":{"rendered":"Who We Serve &#8211; Broker-Dealers"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"11043\" class=\"elementor elementor-11043\" data-elementor-post-type=\"page\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-339959a e-con-full e-flex e-con e-parent\" data-id=\"339959a\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-6f3448f elementor-hidden-mobile e-flex e-con-boxed e-con e-child\" data-id=\"6f3448f\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-edc8657 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"edc8657\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<p class=\"elementor-heading-title elementor-size-default\">The go-to WealthTech\nfor Broker-Dealers.<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f06253e elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"f06253e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Smart, simple, seamless, and scalable, InvestCloud empowers <strong>Broker-Dealers<\/strong> to take operational efficiency, relationship building, and business growth to a whole new level.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-67cac86 primary-button elementor-widget elementor-widget-button\" data-id=\"67cac86\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/contact-us\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact Us<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-aaad9e2 elementor-hidden-desktop elementor-hidden-tablet e-flex e-con-boxed e-con e-child\" data-id=\"aaad9e2\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-e9c082c e-con-full e-flex e-con e-child\" data-id=\"e9c082c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e4a8ce4 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"e4a8ce4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">The go-to WealthTech\nfor Broker-Dealers.<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c433b33 e-con-full e-flex e-con e-child\" data-id=\"c433b33\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-082fe88 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"082fe88\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Smart, simple, seamless, and scalable, InvestCloud empowers <strong>Broker-Dealers<\/strong> to take operational efficiency, relationship building, and business growth to a whole new level.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d829366 primary-button elementor-mobile-align-left elementor-widget elementor-widget-button\" data-id=\"d829366\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/contact-us\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact Us<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a3167d2 e-flex e-con-boxed e-con e-child\" data-id=\"a3167d2\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f689617 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"f689617\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Utilized by 8 of the top 10 Broker-Dealers in the industry, the benefits of InvestCloud solutions are tried, true, and ready to go to work for you.<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-783d7ec e-con-full e-flex e-con e-child\" data-id=\"783d7ec\" data-element_type=\"container\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-27696a8 e-con-full e-flex e-con e-child\" data-id=\"27696a8\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9ec3628 elementor-widget elementor-widget-heading\" data-id=\"9ec3628\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Add value.\nDrive revenue.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32f945d elementor-widget elementor-widget-text-editor\" data-id=\"32f945d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Expand business offerings, deepen client relationships and enrich the advisor experience to drive organic growth and generate new revenue opportunities.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-aabe778 e-con-full e-flex e-con e-child\" data-id=\"aabe778\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6ccbc77 elementor-widget elementor-widget-heading\" data-id=\"6ccbc77\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Seamlessly integrated.\nSeriously smart.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c38c0f elementor-widget elementor-widget-text-editor\" data-id=\"6c38c0f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Simplify, manage, and optimize the entire wealth lifecycle from a single digital platform that seamlessly connects data, tools, and processes together in one centralized, easy-to-manage hub for both advisors and clients.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4046583 e-con-full e-flex e-con e-child\" data-id=\"4046583\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4ae1552 elementor-widget elementor-widget-heading\" data-id=\"4ae1552\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Elevate efficiency.\nOptimize possibility.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a9f51af elementor-widget elementor-widget-text-editor\" data-id=\"a9f51af\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Eliminate manual tasks, streamline disjointed processes, and automate workflows on the most trusted managed account platform in the industry \u2014 so you can spend less time on administration and more on advising.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-72c576e e-con-full e-flex e-con e-child\" data-id=\"72c576e\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7747ac1 elementor-widget elementor-widget-heading\" data-id=\"7747ac1\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Next-level trading tools.\nAll tied together.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5058825 elementor-widget elementor-widget-text-editor\" data-id=\"5058825\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Harness real-time market data to inform and personalize strategies, execute trades across asset-classes, and sync portfolio management from end to end \u2014 all from a function-rich, highly configurable platform that makes it all effortless.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-f02d6b2 e-con-full e-flex e-con e-child\" data-id=\"f02d6b2\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c3c00a4 elementor-widget elementor-widget-heading\" data-id=\"c3c00a4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Customize to fit.\nScale to grow.<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-763e334 elementor-widget elementor-widget-text-editor\" data-id=\"763e334\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Custom-build and right-size your platform from a modular and adaptive suite of solutions designed to meet your business needs and fluidly scale with future growth.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-5f06f94 e-con-full elementor-hidden-tablet elementor-hidden-mobile e-flex e-con e-child\" data-id=\"5f06f94\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-d71df9e e-con-full e-flex e-con e-child\" data-id=\"d71df9e\" data-element_type=\"container\">\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-156ebcb e-con-full e-flex e-con e-child\" data-id=\"156ebcb\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-3abb9ef e-flex e-con-boxed e-con e-child\" data-id=\"3abb9ef\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-320db30 gradient-header elementor-widget-tablet__width-initial elementor-widget elementor-widget-heading\" data-id=\"320db30\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Solutions for Broker-Dealers<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5089b6b elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5089b6b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The InvestCloud platform is modern, modular, smart, and scalable. Designed to help you optimize the way you serve your clients.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-a49b4f8 e-con-full e-flex e-con e-child\" data-id=\"a49b4f8\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-385f899 elementor-widget__width-initial ic-accordion elementor-widget-mobile__width-inherit elementor-widget elementor-widget-n-accordion\" data-id=\"385f899\" data-element_type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;expanded&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5910\" class=\"e-n-accordion-item\" open>\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-5910\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Advisor Solutions <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5910\" class=\"elementor-element elementor-element-d503969 e-con-full e-flex e-con e-child\" data-id=\"d503969\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-77b6eb3 elementor-widget elementor-widget-text-editor\" data-id=\"77b6eb3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Equip advisors with powerful tools designed to streamline their trading, proposal creation, and client servicing. Our Advisor Solutions enhance operational efficiency and enable advisors to deliver personalized, tax-aware strategies, helping them grow their client base while focusing on relationships.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6200558 elementor-widget elementor-widget-text-editor\" data-id=\"6200558\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><p>Advisor Experience<\/p><\/li><li><p>APL10 Rep-Directed Trading<\/p><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5911\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-5911\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> End-Client Solutions <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5911\" class=\"elementor-element elementor-element-785658d e-con-full e-flex e-con e-child\" data-id=\"785658d\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b193055 elementor-widget elementor-widget-text-editor\" data-id=\"b193055\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Provide clients with a seamless, intuitive experience through our End-Client Solutions. Empower them with real-time access to their portfolios, personalized insights, and self-service options, all while strengthening their connection with their advisor.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1da60d elementor-widget elementor-widget-text-editor\" data-id=\"a1da60d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><p>Client Experience<\/p><\/li><li><p>Intermediary Experience<\/p><\/li><li><p>Onboarding<\/p><\/li><li><p>Prospect Experience<\/p><\/li><li><p>Self-Directed Trading<\/p><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5912\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-5912\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Managed Account Solutions <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5912\" class=\"elementor-element elementor-element-e3309fe e-con-full e-flex e-con e-child\" data-id=\"e3309fe\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-137e78a elementor-widget elementor-widget-text-editor\" data-id=\"137e78a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Boost portfolio management with flexible, scalable Managed Account Solutions. Whether supporting discretionary or model-based trading, our platform ensures operational efficiency, seamless integration, and full customization for personalized wealth management.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5ae9dd5 elementor-widget elementor-widget-text-editor\" data-id=\"5ae9dd5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><p>APL<\/p><\/li><li><p>APL10<\/p><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5913\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-5913\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Financial Planning Solutions <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5913\" class=\"elementor-element elementor-element-1f4914a e-flex e-con-boxed e-con e-child\" data-id=\"1f4914a\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a88c95d elementor-widget elementor-widget-text-editor\" data-id=\"a88c95d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Simplify financial planning with solutions tailored to meet clients&#8217; diverse needs. From basic budgeting to complex estate planning, our Financial Planning Solutions automate workflows, allowing advisors to offer proactive, personalized advice that drives long-term success.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e9564cb elementor-widget elementor-widget-text-editor\" data-id=\"e9564cb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><p>NaviPlan<\/p><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-5914\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-5914\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Enterprise Solutions <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><i aria-hidden=\"true\" class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t<span class='e-closed'><i aria-hidden=\"true\" class=\"fas fa-plus\"><\/i><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" role=\"region\" aria-labelledby=\"e-n-accordion-item-5914\" class=\"elementor-element elementor-element-2370b4c e-flex e-con-boxed e-con e-child\" data-id=\"2370b4c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f021487 elementor-widget elementor-widget-text-editor\" data-id=\"f021487\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Streamline fee management and trading with automated workflows that reduce costs and operational risk. Our Enterprise Solutions support high scalability, enabling broker-dealers to grow their business while improving efficiency and accuracy in both billing and trade processes.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4495ed2 elementor-widget elementor-widget-text-editor\" data-id=\"4495ed2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><p>AdvantageFee<\/p><\/li><li><p>TradeFlow<\/p><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-612a7cc e-flex e-con-boxed e-con e-child\" data-id=\"612a7cc\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-aa32cd9 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"aa32cd9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Put InvestCloud to work for you.<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8de85fd elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"8de85fd\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>A more connected wealth experience awaits. It all starts with a 30-minute, no obligation consultation. Schedule yours today.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ea4f130 primary-button elementor-mobile-align-justify elementor-widget-mobile__width-inherit elementor-widget elementor-widget-button\" data-id=\"ea4f130\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/invest-cloud.co\/contact-us\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact Us<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-9380bae e-flex e-con-boxed e-con e-child\" data-id=\"9380bae\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cfd350d elementor-widget elementor-widget-heading\" data-id=\"cfd350d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Insights<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4801db8 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"4801db8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Check out the latest InvestCloud news, leadership, and more.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8b4ba73 elementor-grid-tablet-1 post-cards elementor-grid-3 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.elementor-heading-title{font-size:18px;line-height:28.8px;}}\/* Start custom CSS for container, class: .elementor-element-fba9ed8 *\/.post-cards .post-card-title {\n    overflow: hidden;\n    display: -webkit-box;\n    -webkit-line-clamp: 3;\n    -webkit-box-orient: vertical;\n    padding: 0 0 1px 0;\n}\n\n.post-cards p {\n    margin-bottom:0!important;\n}\n\n.post-cards:hover .post-card-title p {\n    color: #C63663!important;\n}\n\n.post-cards:hover p {\n    color: #C63663;\n}\/* End custom CSS *\/<\/style>\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"9476\" class=\"elementor elementor-9476 e-loop-item e-loop-item-10807 post-10807 post type-post status-publish format-standard has-post-thumbnail hentry category-article category-insights category-sunrise tag-latest-publications tag-regional-banks\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t<a data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-fba9ed8 e-con-full post-cards e-flex e-con e-parent\" data-id=\"fba9ed8\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/invest-cloud.co\/insights\/streamlining-success-navigating-infrastructure-complexities-amid-bank-consolidation\/\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e1ce8a6 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"e1ce8a6\" data-element_type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"566\" height=\"313\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/blog-sunrise-thumb.png\" class=\"attachment-large size-large wp-image-15346\" alt=\"white icon of a book on a sunrise orange background\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/blog-sunrise-thumb.png 566w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/10\/blog-sunrise-thumb-300x166.png 300w\" sizes=\"(max-width: 566px) 100vw, 566px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4694c9c e-flex e-con-boxed e-con e-child\" data-id=\"4694c9c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ab6ae55 elementor-widget elementor-widget-text-editor\" data-id=\"ab6ae55\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Article<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9cba764 post-card-title elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"9cba764\" data-element_type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Streamlining Success: Navigating Infrastructure Complexities Amid Bank Consolidation<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"9476\" class=\"elementor elementor-9476 e-loop-item e-loop-item-14656 post-14656 post type-post status-publish format-standard has-post-thumbnail hentry category-article category-insights category-news category-slate tag-in-the-news\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t<a data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-fba9ed8 e-con-full post-cards e-flex e-con e-parent\" data-id=\"fba9ed8\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/invest-cloud.co\/insights\/investcloud-revolutionizes-wealth-management-for-firstcape-with-multi-stage-digital-transformation\/\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e1ce8a6 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"e1ce8a6\" data-element_type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"442\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/11\/FirstCape-article-banner-1024x566.png\" class=\"attachment-large size-large wp-image-14845\" alt=\"InvestCloud and FirstCape logos on a slate background\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/11\/FirstCape-article-banner-1024x566.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/11\/FirstCape-article-banner-300x166.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/11\/FirstCape-article-banner-768x425.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/11\/FirstCape-article-banner.png 1136w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4694c9c e-flex e-con-boxed e-con e-child\" data-id=\"4694c9c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f6dd944 elementor-widget elementor-widget-text-editor\" data-id=\"f6dd944\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>News<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9cba764 post-card-title elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"9cba764\" data-element_type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<p class=\"elementor-heading-title elementor-size-default\">InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t<div data-elementor-type=\"loop-item\" data-elementor-id=\"9476\" class=\"elementor elementor-9476 e-loop-item e-loop-item-13429 post-13429 post type-post status-publish format-standard has-post-thumbnail hentry category-article category-cloud category-insights category-news tag-in-the-news\" data-elementor-post-type=\"elementor_library\" data-custom-edit-handle=\"1\">\n\t\t\t<a data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-fba9ed8 e-con-full post-cards e-flex e-con e-parent\" data-id=\"fba9ed8\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\" href=\"https:\/\/invest-cloud.co\/insights\/investcloud-sets-its-sights-on-enabling-a-smarter-future-for-wealth-management\/\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e1ce8a6 elementor-widget elementor-widget-theme-post-featured-image elementor-widget-image\" data-id=\"e1ce8a6\" data-element_type=\"widget\" data-widget_type=\"theme-post-featured-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"442\" src=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/ic-article-cloud-1024x566.png\" class=\"attachment-large size-large wp-image-13428\" alt=\"InvestCloud logo on a gray background\" srcset=\"https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/ic-article-cloud-1024x566.png 1024w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/ic-article-cloud-300x166.png 300w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/ic-article-cloud-768x425.png 768w, https:\/\/invest-cloud.co\/wp-content\/uploads\/2024\/09\/ic-article-cloud.png 1136w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4694c9c e-flex e-con-boxed e-con e-child\" data-id=\"4694c9c\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f6dd944 elementor-widget elementor-widget-text-editor\" data-id=\"f6dd944\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>News<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9cba764 post-card-title elementor-widget elementor-widget-theme-post-title elementor-page-title elementor-widget-heading\" data-id=\"9cba764\" data-element_type=\"widget\" data-widget_type=\"theme-post-title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<p class=\"elementor-heading-title elementor-size-default\">InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management<\/p>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.<\/p>\n","protected":false},"author":3,"featured_media":13428,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"content-type":"","footnotes":""},"class_list":["post-11043","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.7 (Yoast SEO v23.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Who We Serve - Broker-Dealers - InvestCloud<\/title>\n<meta name=\"description\" content=\"InvestCloud is powering the digital transformation of the financial services industry. 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