List of InvestCloud applications

Since 2010, our global team of researchers has been studying InvestCloud customer wins 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 are using InvestCloud applications such as InvestCloud Advicent NaviPlan for Portfolio and Investment Performance and Planning, InvestCloud Digital Wealth for Asset and Wealth Management, InvestCloud Digital Wealth Onboarding for Investor Onboarding, InvestCloud Digital Wealth CRM for CRM and Investor Relationship Management, InvestCloud Digital Wealth Portfolio Manager for Portfolio and Investment Management and many others 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.

The InvestCloud 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 InvestCloud software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic market data source :