NEW YORK, March 8, 2017 /PRNewswire/ --InvestCloud Inc., a global FinTech firm, has scooped two awards for its client portal and CRM systems at the Family Wealth Report awards.
The awards, which took place in New York on March 2, showcase the best products, services and experts in wealth management. The firm won outright in the Client Communications category for its dedication to providing the future of communications and reporting in wealth management. Judges specifically applauded InvestCloud's flexibility in Client Communications. InvestCloud prides itself on a hyper-modular digital client experience.
In a rare move from the award organizers, InvestCloud was also 'highly commended' in the CRM category, based on the strength of its solution.
Mark Trousdale, EVP at InvestCloud, said, "These two wins demonstrate the uniqueness, quality and value of our digital platform. We are dedicated to creative innovation in providing the most flexible, user-centric solutions in the market – something that is enabled by our proprietary Programs Writing Programs (PWP) technology, and that creates a significant differentiator between ourselves and incumbent players."
Alongside the Family Wealth Report awards, InvestCloud has been shortlisted in a further five categories across three separate award organizations in Europe and the US.
The firm has been nominated for the Online Technology Provider of the Year and Most Disruptive Financial Sector Technology categories at the FSTech Awards, alongside Best Reporting and Best Client Communications at the WealthBriefing awards.
InvestCloud's co-founder and CEO, John Wise, is also shortlisted for FinTech Person of the Year at the FTF Awards.
About InvestCloud Inc.
Headquartered in Los Angeles, InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular apps. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms and banks.
For more information, visit www.investcloud.com.
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