InvestCloud launches new office solutions
CALIFORNIA, UNITED STATES — Financial solutions provider InvestCloud announced the release of its new product offering, InvestCloud White FMB+.
White FMB+ includes integrated front, middle, and back-office InvestCloud solutions with simple multi-channel wealth management services to provide comprehensive tools to advisors and other wealth managers.
According to the firm, this new solution marks their continued investment to support greater operational efficiency and simplify business complexities for wealth management clients.
Yaela Shamberg, InvestCloud Co-Founder and Chief Product Officer for Digital Wealth, added that their single end-to-end platform “handles the technology and servicing needs [of clients] with a cloud-native, no-code approach, enabling personalization and efficiency at scale.”
