InvestCloud
InvestCloud is a financial technology company that provides a cloud-based platform for digital wealth management, client communication, and portfolio management to banks, asset managers, and wealth advisors. Its modular software supports client portals, financial planning, trading, and reporting, generating revenue through software licensing, subscriptions, and related services. The company enables financial institutions to digitize client experiences and consolidate front-, middle-, and back-office workflows on a single platform.
- Wealth & Investment Software
- Financial Planning & Analysis
- Business Intelligence & Dashboards
- Revenue
- $220.0M
- Employees
- 900
- Founded
- 2010
- Headquarters
- Los Angeles, United States of America
What 5 Arbolus experts think of InvestCloud
5 customers have reviewed InvestCloud so far. The full customer report is in progress and publishes once enough customers have been interviewed in depth.
Who reviewed InvestCloud
- C-Suite 80% (4)
- Director 20% (1)
Employer names and spend open once the report publishes.
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Sentiment
40 Net Promoter Score, from 5 scored reviews- Promoters 2
- Passives 3
- Detractors 0
Cumulative NPS by month
+0 over 4 months- Apr 8
- Apr 8
- May 8
- Sep 8
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 40 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 50%Plan to renew, by seniority
- 67% 3 answers
- 0% 1 answer
- 9.5/10 Average score from customers who will renew
- 7.5/10 Average score from undecided customers
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