InvestCloud
InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.
Advicent Solutions is a 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.
We are a secure online service where you can make your own financial decisions based on clear, unbiased information.
Babel Systems is a state of the art, securities processing platform for online trading providers, including platforms, new D2C propositions, stockbrokers and wealth managers. Babel Systems holds all client records of holdings in all instruments. Unlike older trading and processing solutions, Babel Systems is a modern purpose-built solution that is capable of processing equities, bonds and funds whilst also ensuring regulatory compliance. Babel Systems is a British company with an unmatched breadth of experience in designing, implementing and supporting trading and other financial technologies. This understanding of the financial industry and the needs of companies operating within it is the principal influence that has guided the development of the Babel Systems platform – and what enables their customers to transform complex processes into something that appears very simple. Babel Systems Limited was formed in 2008 and has created the Babelsys securities processing system for platforms, new D2C propositions, stockbrokers, and Wealth Managers. Babel Systems provides reliable technology to underpin their customers’ business in a highly regulated marketplace.
LIGHT[PORT] is a leading provider of cloud-based client reporting for independent advisors and money managers looking for a fully customized and uniquely branded client experience. LIGHT[PORT] is the largest provider of cloud reporting services to this segment of the industry. In 1999 the company became the first services provider to offer secure document reporting over the web to advisors running on the Advent platform. In 2003 the company expanded its offering to include data-driven reporting, becoming one of the first true cloud service providers in the advisor market.
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