Advicent – now part of InvestCloud

Advicent is now part of InvestCloud – a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. It supports over $4 trillion of assets for more than 500 direct clients – including some of the world’s largest banks. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, to create powerful products.

Website

http://www.investcloud.com

External link for Advicent – now part of InvestCloud

Industry

Software Development

Company size

201-500 employees

Headquarters

Milwaukee, WI

Type

Privately Held

Founded

1969

Specialties

Financial planning software, Client portal, Advisor analytics, APIs, Wealth management software, Tax planning software, Retirement planning software, Estate planning software, Insurance planning software, Financial advisor software, Monte Carlo simulation financial planning software, Financial planning fact finding, Collaborative financial planning software, and Annuity analysis