InvestCloud, an advisory and wealth management technology provider, has announced a new strategic direction and updated its ...

InvestCloud digital wealth international president Christine Mar Ciriani said: “We are thrilled to see the tangible success ...

In addition, Envestnet gets access to Franklin Templeton's Canvas, Orion adds Brinker and Capital Group ETFs; and SS&C ...

InvestCloud announced New Zealand-based wealth management firm FirstCape has selected InvestCloud to transform their advisor ...

The new fintech provider led by former InvestCloud leaders is offering a new AI-driven communication suite and a personalized ...

InvestCloud, a global leader in wealth technology, today announced a new strategic direction that uniquely positions the company to enable clients and advisors to drive differentiated financial ...

Cabi was most recently CFO at InvestCloud, a SaaS provider for the wealth management sector, and before that was deputy CFO at customer service software maker Zendesk. He initially joined Zendesk ...

But today, platforms like Wove, AdvisorEngine, and InvestCloud are moving towards a unified experience, allowing multiple tools to be integrated into one. And this shift is aligned with the ...

Optiv announced Thursday it has hired a new CFO and CIO as it continues laying the groundwork for going public. The new hires at the cybersecurity solution and services powerhouse are Marc Cabi as ...

InvestCloud, a global leader in wealth technology, today announced a new strategic direction that uniquely positions the company to enable clients and advisors to drive differentiated financial ...

InvestCloud, a large technology provider for the advisory and wealth management market, announced a new strategic direction, updated its corporate logo and website, and introduced a tagline ...