InvestCloud

Here is InvestCloud in plain terms. Enabling clients, advisors and their customers through connected technology, enhanced intelligence, and inspired experiences. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Alongside the main category they mention Cloud Management, Financial Services, FinTech and Outsourcing. As a large company team themselves (1,001 to 5,000 people), they tend to serve customers of a similar scale best. At that size expect formal onboarding, documentation and a longer sales cycle.

InvestCloud is based in West Hollywood, California and founded in 2010. You can read more at investcloud.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

The facts above come from public company records. The score will come from people like you. Used InvestCloud? Rate it.