InvestCloud , the global player focused on digital transformation for the financial industry with over $6 trillion in assets, has announced the release of the next evolution of InvestCloud White, called InvestCloud White FMB+ . The new product offering “includes integrated front, middle and back-office InvestCloud solutions, plus simple multi-channel wealth management services to provide comprehensive tools to advisors and other wealth managers.” The front-to-back InvestCloud solution “marks InvestCloud’s continued investment to support greater operational efficiency and simplify the complexity of business as usual for wealth management clients.” FMB+ includes the best of InvestCloud’s apps “for client communication, planning, trading and accounting, plus business process outsourcing (BPO).” InvestCloud’s BPO center is “in Carlsbad, California, and is currently used by clients such as William Blair in their SYSTM offering.” Mark Trousdale , Chief Marketing Officer of InvestCloud, said of the new White FMB+ offering: “There is a massive opportunity to provide huge gains in efficiency to wealth management clients due to the failures of existing players in this market. Many have made claims of offering an integrated platform, but in reality, they lack having a single platform. Their solutions are dispersed across numerous platforms, and each client implementation is a […]
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