John Wise

InvestCloud, a provider of digital solutions, formally announced PersonaTech, an app aimed at increasing client engagement in the wealth management space. InvestCloud is a globally recognized solution for the financial services industry. The firm leverages powerful analytics and data mastery to...

Earlier this month, InvestCloud announced that Westwood Holdings Group (NYSE: WHG), an investment manager to institutions, private wealth and financial intermediaries, chose its platform to expand its digital capabilities. InvestCloud is a software platform with use cases in communication, accounts...

Empaxis, a back-office outsourcing and reconciliation service for the asset management industry, selected InvestCloud, a digital solutions provider, to launch TAMP1, a Turnkey Asset Management Platform for investment managers. “Our partnership with InvestCloud in the development of TAMP1...