List of InvestCloud Digital Wealth Portfolio Manager Customers
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United States
Since 2010, our global team of researchers has been studying InvestCloud Digital Wealth Portfolio Manager 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 Portfolio Manager for Portfolio and Investment 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 Portfolio Manager for Portfolio and Investment Management include: Rathbones, a United Kingdom based Banking and Financial Services organisation with 3545 employees and revenues of $1.21 billion, Buckingham Strategic Wealth, a United States based Banking and Financial Services organisation with 428 employees and revenues of $120.0 million, Firstcape New Zealand, a New Zealand based Banking and Financial Services organisation with 300 employees and revenues of $80.0 million and many others.
Contact us if you need a completed and verified list of companies using InvestCloud Digital Wealth Portfolio Manager, 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 Portfolio Manager 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 | Insight Source |
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Buckingham Strategic Wealth | Banking and Financial Services | 428 | $120M | United States | InvestCloud | InvestCloud Digital Wealth Portfolio Manager | Portfolio and Investment Management | 2024 | n/a | In 2024 Buckingham Strategic Wealth deployed InvestCloud Digital Wealth Portfolio Manager as an integrated Advisor Experience to consolidate portfolio, CRM, and financial planning data into a single advisor dashboard. The InvestCloud Digital Wealth Portfolio Manager is a Portfolio and Investment Management solution implemented across Buckingham Strategic Wealth and Buckingham Strategic Partners in the United States, intended to increase advisor productivity and improve client servicing. Implementation centralized portfolio data and an advisor-facing dashboard, with configuration focused on portfolio aggregation, consolidated client records, and advisor workflow orchestration. Use of portfolio module capabilities and unified managed account and separately managed account support is inferred from InvestCloud’s description of integrated portfolio data and UMA and SMA functionality, and InvestCloud Digital Wealth Portfolio Manager was configured to expose performance reporting and advisor planning views typical of the Portfolio and Investment Management category. The deployment integrated CRM and financial planning data sources into the single advisor dashboard, creating a unified data model for advisory teams and planning professionals. Operational scope covered advisory, financial planning, and operations functions across the two Buckingham organizations in the United States, with data consolidation enabling a consistent advisor experience. Governance workstreams reorganized data stewardship and advisor workflows to support a single source of truth for client and portfolio information, with rollout activities focused on advisor adoption and cross-functional process alignment. Outcomes explicitly stated by the organizations include increased advisor productivity and improved client servicing as driving objectives for the InvestCloud Digital Wealth Portfolio Manager implementation. | |
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Firstcape New Zealand | Banking and Financial Services | 300 | $80M | New Zealand | InvestCloud | InvestCloud Digital Wealth Portfolio Manager | Portfolio and Investment Management | 2024 | n/a | In 2024, Firstcape New Zealand implemented InvestCloud Digital Wealth Portfolio Manager as part of a multi-stage digital transformation initiative. The InvestCloud Digital Wealth Portfolio Manager was deployed to support Portfolio and Investment Management across Firstcape's New Zealand advisory businesses, forming the initial phase of a broader modernization of portfolio management and trading. The vendor announcement explicitly cited Portfolio Manager as part of the initial phase launched in 2024. The deployment combined InvestCloud Portfolio Manager with Order Capture to modernize portfolio management and trading workflows. The InvestCloud Digital Wealth Portfolio Manager implementation encompassed model portfolio management, rebalancing orchestration, trade lifecycle and order capture workflows, advisor facing portfolio views and client reporting, consistent with Portfolio and Investment Management functionality. Configuration emphasized advisor workflow automation and consolidated order capture to unify portfolio construction and execution processes. Operational scope covered Firstcape's advisory businesses across New Zealand, aligning wealth advice, trading and portfolio operations under common processes. Governance included a staged rollout and standardized portfolio and trading procedures to improve consistency across advisory teams. The program was positioned to boost advisor efficiency and client engagement as stated in the implementation notes. | |
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Rathbones | Banking and Financial Services | 3545 | $1.2B | United Kingdom | InvestCloud | InvestCloud Digital Wealth Portfolio Manager | Portfolio and Investment Management | 2024 | n/a | In 2024, Rathbones launched InvestCloud's Client Lifecycle Management platform and is cited as implementing InvestCloud Digital Wealth Portfolio Manager in the Portfolio and Investment Management category. The public announcement frames the initiative as a finance CRM and client lifecycle implementation for Rathbones' United Kingdom operations, linking the company, the application InvestCloud Digital Wealth Portfolio Manager, and the Portfolio and Investment Management business function in a single program of work. The implementation scope concentrates on client onboarding, lead and prospect management, and servicing workflows, with configuration emphasis on onboarding automation, centralized client records, and improved data capture to raise data quality and operational efficiency. The InvestCloud Digital Wealth Portfolio Manager name appears in the program description, however the press release emphasizes Client Lifecycle Management capabilities and does not explicitly state deployment of portfolio administration modules, which would be an inferred future phase rather than an announced component. Operational coverage is across Rathbones' UK business, impacting front office client servicing and the middle office teams responsible for onboarding and client servicing processes. Governance and process work focused on standardizing client lifecycle workflows and improving data quality, with the stated objective of improving operational efficiency and data integrity across the organization. |
Buyer Intent: Companies Evaluating InvestCloud Digital Wealth Portfolio Manager
- Kyndryl, a United States based Professional Services organization with 73000 Employees
- University of Southern California, a United States based Education company with 19957 Employees
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