InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
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How the Wealth Management Industry in Asia can Leverage Technology to Enhance Adviser – Client Communication Lawrence Yin, Regional Sales Director for InvestCloud, was one of the expert panellists in a wide-ranging discussion on July 8 centred on the evolution of more effective communication in the wealth industry, and how technology can help enha...
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Four months after the significant merger announcement from Global FinTech InvestCloud, how is the firm aligning enhanced capabilities to the challenges of a Post-Pandemic financial world? In February 2021, the merger of Finantix and Tegra118 into award-winning global FinTech firm InvestCloud was announced. The result created a global Software-as-a-Service (SaaS) wealth solutions platform. InvestCloud’s CMO Mark Trousdale and...
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Vietnam’s Dynamic and Growing Wealth Management Ma... Albeit from a modest base, Vietnam looks set to eventually become a rising wealth management market star in Southeast Asia. It will take time and patience on behalf of the incumbents and the newer players who will be attracted to compete there, but with years of robust economic growth already and an...
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Vietnam - Wealth Management Update View the content created from this discussion Watch the On Demand version of this discussion Albeit from a modest base, Vietnam looks set to eventually become a rising wealth management market star in Southeast Asia. It will take time and patience on behalf of the incumbents...