List of InvestCloud Digital Wealth Customers
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Since 2010, our global team of researchers has been studying InvestCloud Digital Wealth customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased InvestCloud Digital Wealth for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using InvestCloud Digital Wealth for Asset and Wealth Management include: FNB South Africa, a South Africa based Banking and Financial Services organisation with 29000 employees and revenues of $5.00 billion, HSBC, a United Kingdom based Banking and Financial Services organisation with 5836 employees and revenues of $4.95 billion, Standard Chartered Singapore, a Singapore based Banking and Financial Services organisation with 9000 employees and revenues of $4.00 billion, First American Bank, a United States based Banking and Financial Services organisation with 900 employees and revenues of $247.0 million and many others.
Contact us if you need a completed and verified list of companies using InvestCloud Digital Wealth, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The InvestCloud Digital Wealth customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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First American Bank | Banking and Financial Services | 900 | $247M | United States | InvestCloud | InvestCloud Digital Wealth | Asset and Wealth Management | 2025 | n/a |
In 2025, First American Bank implemented InvestCloud Digital Wealth, adopting the Asset and Wealth Management solution to unify digital wealth capabilities across the bank. The initiative targets clients, prospects, wealth advisors, and relationship managers across First American Bank’s 61 branches and offices in Illinois, Wisconsin, and Florida, aiming to centralize digital engagement in a single platform.
The deployment centers on InvestCloud’s Client Experience, Prospect Experience, and Advisor Experience modules, combined with InvestCloud’s dynamic data warehouse capabilities. Configuration work emphasizes consolidated investment data, integrated reporting, and unified document access, while the platform is being provisioned to be mobile-friendly and to surface tailored insights to advisors and clients through role-based interfaces.
Integrating InvestCloud Digital Wealth will consolidate disparate investment data feeds, reporting outputs, and document repositories into a single client and advisor experience, reducing fragmentation across channels. Operational coverage spans wealth advisory, relationship management, and client servicing functions, with the platform intended to connect front-office advisory workflows to centralized data and reporting services.
Governance and rollout focus on advisor enablement and client engagement workflows, with program-level ownership situated in the bank’s wealth management function. The stated objectives are to enhance client engagement and streamline advisory services by delivering a unified, intuitive digital interface, while positioning First American Bank to scale personalized wealth management experiences across its footprint.
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FNB South Africa | Banking and Financial Services | 29000 | $5.0B | South Africa | InvestCloud | InvestCloud Digital Wealth | Asset and Wealth Management | 2006 | n/a |
In 2006, FNB South Africa implemented InvestCloud Digital Wealth as its Asset and Wealth Management platform. The deployment was targeted at the bank's wealth management and private banking operations in South Africa and positioned the InvestCloud Digital Wealth application to support advisory and portfolio servicing workflows.
Project planning, setup and execution were core elements of the engagement, with explicit customization of the existing product for the customer environment. The vendor had previously delivered key projects to tier-1 financial institutions including HSBC, Standard Chartered Bank, Abbey National, First National Bank, and Bank of China, and applied that program experience to FNB South Africa during configuration and rollout.
Functional coverage aligned to Asset and Wealth Management patterns, including portfolio management, client reporting and advisor workflow orchestration, implemented within InvestCloud Digital Wealth. The implementation included integration of the product with Core Banking and other systems, executed through customized interfaces and configuration to align investment data, client records and transaction feeds with bank operations.
Governance and rollout followed a staged project approach emphasizing configuration control and operational handover, with change management activities embedded in planning, setup and execution phases. The narrative focuses on system architecture, modular configuration of InvestCloud Digital Wealth, integration touchpoints with Core Banking and adjacent systems, and the operational scope across FNB South Africa's wealth management functions.
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HSBC | Banking and Financial Services | 5836 | $5.0B | United Kingdom | InvestCloud | InvestCloud Digital Wealth | Asset and Wealth Management | 2013 | n/a |
In 2013, HSBC implemented InvestCloud Digital Wealth as a strategic platform for Asset and Wealth Management. The deployment focused on the bank's wealth management and advisory channels in the United Kingdom, aligning client engagement and portfolio servicing capabilities with private banking operations.
InvestCloud Digital Wealth was configured and customized to HSBC's environment, with project planning, setup and execution activities to adapt product workflows. Implementation emphasized typical Asset and Wealth Management modules such as client onboarding and KYC workflows, portfolio management and multi-asset reporting, order and trade workflows for advisors, and client portal and reporting components.
The project included integration of the product with Core Banking and other systems, with technical workstreams for data mapping, interface orchestration and testing. Governance encompassed phased rollout, configuration control, testing cycles and operational handover, with training for advisory and operations teams, and the implementation was successfully delivered for HSBC as part of broader engagements with tier 1 financial institutions.
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Banking and Financial Services | 9000 | $4.0B | Singapore | InvestCloud | InvestCloud Digital Wealth | Asset and Wealth Management | 2011 | n/a |
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Buyer Intent: Companies Evaluating InvestCloud Digital Wealth
- HSBC Hong Kong, a Hong Kong based Banking and Financial Services organization with 30000 Employees
- Metastore, a Belgium based Professional Services company with 10 Employees
- PAXAFE, a United States based Professional Services organization with 30 Employees
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