InvestCloud

Advicent Solutions is now the leading provider of SaaS technology solutions for the financial services industry. Our products include financial planning, goals assessment and marketing communications tools. Thousands of financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help build their foundations for success.

rplan Limited, founded in 2010 and based in Altrincham, United Kingdom, specializes in client engagement technology tailored for digital financial propositions. The company's offerings include modern, API-based, and cloud-native solutions designed to meet the needs of a regulated and international marketplace. By enabling fund and asset managers to digitize their existing client bases, rplan supports the advancement of their digital strategies and facilitates multi-channel distribution. As of June 2018, rplan operates as a subsidiary of InvestCloud, Inc., further enhancing its capabilities in providing clear and unbiased financial information for clients to make informed decisions.

Babel Systems Limited designs, implements, and supports trading and other financial technologies. The company offers Babel Systems, a web-based modular platform for automated real time processing of equities, bonds, and funds. Its platform allows companies to select components to suit their needs and to increase the scope or capacity of the solution when necessary. The company offers order processing, settlement, custody, accounting, fees and charges, corporate actions, payments, compliance, and portfolio management modules. It serves online trading providers, including platforms, new D2C propositions, stockbrokers, and wealth managers. The company was founded in 2008 and is headquartered in Benfleet, United Kingdom. As of January 9, 2017, Babel Systems Limited operates as a subsidiary of InvestCloud, LLC.

Lightport is a prominent provider of cloud-based client reporting services tailored for independent advisors and money managers. Renowned for delivering a fully customized and uniquely branded client experience, Lightport has emerged as the largest provider of cloud reporting services within this sector. Established in 1999, the company pioneered secure document reporting over the web for advisors utilizing the Advent platform. In 2003, it further expanded its offerings to include data-driven reporting, solidifying its position as one of the first true cloud service providers in the advisory market. Lightport's web application platform enables clients to navigate complex systems and manage assets efficiently while ensuring a secure, regulatory, and compliant environment.