Buyer Fit
Target firm types
- Wealth Management Firms
- Banks
- Asset managers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Data warehousing and aggregation layer consolidating wealth data across systems for advisory enterprises.
Description
InvestCloud Data provides a data warehousing and aggregation layer that consolidates client and portfolio data across systems, giving wealth management enterprises a unified foundation for reporting and digital tools.
Integrations
InvestCloud Data has 13 integrations in our directory
Search below to find what you're looking for
- Albridge Level 3
- Black Diamond Level 3
- DocuSign Level 3
- eMoney Advisor Level 3
- Fidelity (National Financial) Level 5
- MoneyGuide Level 4
- Morningstar Office Level 3
- Nitrogen Wealth Level 3
- Office 365 Level 3
- Orion Advisor Services Level 3
- Pershing Level 3
- Salesforce Level 5
- Tamarac Level 3
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
