Description

InvestCloud is a suite of financial service management solutions designed for banking and economic sectors. These products enable users to automate and manage account opening, analyze multi-question and multi answer workflow, contrive the aggregation of third-parties and in-memory warehouses, determine research and content usage reporting, customize and schedule data extracts, optimize and store historical transactions, as well as aggregate risk visualization. Features include order management, credential management, video optimization, Snowflake support, portfolio management, trade restriction management and GIPS-Compliant reporting capability. Products include InvestCloud White, InvestCloud Blue, InvestCloud Orange, InvestCloud Green, and InvestCloud Black.