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InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies. For more information, visit InvestCloud.com.

Cheryl Nash

CEO, InvestCloud Financial Supermarket

Award Category
Technology Providers > Rebalancing
Initiative

InvestCloud Portfolio Rebalancing

InvestCloud is a bold leader in wealth technology, with a vast network of broker-dealers, asset managers, custodians and trading interfaces. We partner with our clients to deliver powerful solutions that set a new standard for how people interact with, manage, and grow their wealth. Our scalable, mission-critical technology provides portfolio management, trading, accounting, rebalancing, and reporting. We put our decades of industry expertise to work for our clients, placing them at the center of everything we do and relentlessly pursuing new opportunities to better serve their needs. Together with our clients, we push the boundaries in wealth technology – today and every day. InvestCloud is a portfolio company of Motive Partners, a next-generation investment firm focused on technology-enabled companies that power the financial services industry.

Resources
ARTICLE
COVID-19 In The Wealth Management Industry: A Challenge, Opportunity or a Watershed Moment?
Tegra118 digs deeper into what COVID-19 in the wealth management industry means for us all.
VIDEO
Tegra118 Alliances Featuring Matt Johnson, CEO Red Rock Strategic Partners
Alliances Video Series ft. Tito Singh, CRO, Tegra118 and Matt Johnston, CEO, Red Rock Strategic Partners.
ARTICLE
Connecting, Communicating, Leading, and Learning through Crisis
Cheryl Nash recaps discussions she had with top industry peers about leading a team to success in the middle of a pandemic.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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