About InvestCloud (Finantix)
For over two decades, analysts have recognised Finantix as the market leader of trusted technology to the worldwide financial industry. Applying deep sector knowledge, we empower wealth management firms, insurers and banks to attract and engage prospects and clients through the cultivation of personalised whole-life relationships.
For customers in 45 countries, we offer highly componentised, future-proof, integrated, multi-channel, end-to-end and point solutions with out-of-the-box accelerators. By injecting artificial intelligence into comprehensive client and product hubs, we enable regulatory compliance, sales productivity, onboarding efficiency, advice effectiveness and customer intelligence: delivered as services that help turn routine transactions into valued and collaborative interactions.
Our flagship solution is proven across multiple devices, languages, currencies and jurisdictions. We operate from offices across Europe, North America and Asia.