{"id":9542,"date":"2024-09-13T13:21:35","date_gmt":"2024-09-13T13:21:35","guid":{"rendered":"https:\/\/invest-cloud.co\/?page_id=9542"},"modified":"2024-10-17T13:52:44","modified_gmt":"2024-10-17T17:52:44","slug":"wealth-managers","status":"publish","type":"page","link":"https:\/\/invest-cloud.co\/wealth-managers\/","title":{"rendered":"Who We Serve &#8211; Wealth Managers"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"9542\" class=\"elementor elementor-9542\" 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\">Wealth management\nwithout limits.<\/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>Combining seamless integration, optimized efficiency, and robust trading capabilities, InvestCloud connects <strong>Wealth Managers<\/strong> with the tools to power client success and business growth like never before.<\/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-410f33f elementor-hidden-desktop elementor-hidden-tablet e-flex e-con-boxed e-con e-child\" data-id=\"410f33f\" 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-5b09999 e-con-full e-flex e-con e-child\" data-id=\"5b09999\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-faac680 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"faac680\" 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\">Wealth management\nwithout limits.<\/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-7f38358 e-con-full e-flex e-con e-child\" data-id=\"7f38358\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2937ad2 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"2937ad2\" 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>Combining seamless integration, optimized efficiency, and robust trading capabilities, InvestCloud connects <strong>Wealth Managers<\/strong> with the tools to power client success and business growth like never before.<\/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-a93d7cf primary-button elementor-widget elementor-widget-button\" data-id=\"a93d7cf\" 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\">Powering revenue and AUM growth for our clients, InvestCloud solutions deliver serious business-building benefits for Wealth Managers.<\/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\">All-in-one integration.\nAll made simple.<\/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 client lifecycle from a single digital platform that seamlessly syncs data, tools, and processes together in one centralized, easy-to-manage hub.<\/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>Automate tasks, streamline workflows and build efficiencies across operations on the most trusted managed account platform in the industry \u2014 so you can spend less time on administrative items and more focus on higher-value objectives.<\/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, analytics and research to inform and personalize portfolio strategies with the freedom to execute trades across asset types all from a function-rich, highly configurable, easy-to-use platform.<\/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 current 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-b7a3f8f e-con-full e-flex e-con e-child\" data-id=\"b7a3f8f\" 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-5099b36 e-flex e-con-boxed e-con e-child\" data-id=\"5099b36\" 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-e2c378f gradient-header elementor-widget-tablet__width-initial elementor-widget elementor-widget-heading\" data-id=\"e2c378f\" 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 Wealth Managers<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af74423 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"af74423\" 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-8f46af8 e-con-full e-flex e-con e-child\" data-id=\"8f46af8\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3aafaa3 elementor-widget__width-initial ic-accordion elementor-widget elementor-widget-n-accordion\" data-id=\"3aafaa3\" 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-6150\" 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-6150\" >\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-6150\" class=\"elementor-element elementor-element-ef865cb e-con-full e-flex e-con e-child\" data-id=\"ef865cb\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f770884 elementor-widget elementor-widget-text-editor\" data-id=\"f770884\" 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>Enable advisors with intuitive tools that streamline operations and optimize client engagement. From personalized trading to automated compliance, our solutions free up advisors to focus on growing their business and delivering best-in-class client service.<\/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-d664739 elementor-widget elementor-widget-text-editor\" data-id=\"d664739\" 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>APL10 Rep-Directed Trading<\/li><li>Automated KYC<\/li><li><p>Client Lifecycle Management<\/p><\/li><li>Digital Proposal\u00a0<\/li><li><p>Goals-Based Investing\u00a0<\/p><\/li><li>Onboarding<\/li><li><p>Portfolio Manager\u00a0<\/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-6151\" 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-6151\" >\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-6151\" class=\"elementor-element elementor-element-c44143c e-con-full e-flex e-con e-child\" data-id=\"c44143c\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d7478f8 elementor-widget elementor-widget-text-editor\" data-id=\"d7478f8\" 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>Deliver a seamless, digital-first experience that keeps clients connected and in control. With holistic wealth views and actionable insights, our End-Client Solutions foster deeper relationships and greater client engagement with every interaction.<\/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-e26b17e elementor-widget elementor-widget-text-editor\" data-id=\"e26b17e\" 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>Intermediary Experience<\/li><li>Onboarding<\/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-6152\" 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-6152\" >\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-6152\" class=\"elementor-element elementor-element-85aef56 e-con-full e-flex e-con e-child\" data-id=\"85aef56\" data-element_type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4392fa4 elementor-widget elementor-widget-text-editor\" data-id=\"4392fa4\" 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 complex portfolio management with flexible, data-driven solutions that give advisors control while maintaining essential compliance. Whether model-based or custom, our Managed Account Solutions help drive efficiency and growth.<\/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-c991e61 elementor-widget elementor-widget-text-editor\" data-id=\"c991e61\" 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-6153\" 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-6153\" >\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-6153\" class=\"elementor-element elementor-element-46319d9 e-flex e-con-boxed e-con e-child\" data-id=\"46319d9\" 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-c2d6909 elementor-widget elementor-widget-text-editor\" data-id=\"c2d6909\" 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 personalized, goal-oriented financial plans, from simple budgets to comprehensive estate planning. With automated insights and real-time adjustments, our financial planning solutions make planning smarter, faster, and more effective.<\/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-0ed2a51 elementor-widget elementor-widget-text-editor\" data-id=\"0ed2a51\" 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-6154\" 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-6154\" >\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-6154\" class=\"elementor-element elementor-element-fd6b226 e-flex e-con-boxed e-con e-child\" data-id=\"fd6b226\" 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-e110e42 elementor-widget elementor-widget-text-editor\" data-id=\"e110e42\" 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>Maximize efficiency and revenue with advanced fee management and trading solutions. Minimize revenue leakage, increase billing accuracy, and reduce operational risk. Our Enterprise Solutions support scalability, enabling wealth managers to expand their business while improving client service.<\/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-9462af1 elementor-widget elementor-widget-text-editor\" data-id=\"9462af1\" 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-9542","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 - Wealth Managers - InvestCloud<\/title>\n<meta name=\"description\" content=\"InvestCloud is powering the digital transformation of the financial services industry. 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