InvestCloud: turning wealth data into intelligent action

We're not only delivering AI to advisors to materially increase their productivity - we've massively increased our own product velocity by embracing agentic AI end-to-end from product management to engineering.

Boris Rankov, Global Head of AI for Digital Wealth, InvestCloud

AI-powered workflows across the client lifecycle

InvestCloud positions AI as the connective tissue between fragmented wealth management systems, enabling advisors to work smarter across every client interaction. The company's Intelligent Solutions Suite focuses on three areas:

• Faster, smarter onboarding: Intelligent Screening automates due diligence and ongoing risk monitoring, performing in minutes what previously required hours of manual research across compliance,KYC processes, and relationship management.
• End-to-end meeting automation: Intelligent Meeting handles the entire workflow: preparation, note-taking, action-item tracking, and follow-ups by pulling intelligence from disparate systems so advisors can focus on meaningful client conversations rather than administrative tasks.
• ‍Conversational access to data: Intelligent Assistant lets advisors chat with their book of business in natural language, eliminating the need to hunt across multiple systems. Ask a question, get a validated response with next best actions.

Underpinning these solutions is InvestCloud's unified wealth data model, connecting hundreds of fragmented systems across the industry into a single fabric that powers AI-enabled workflows, insights, and experiences.

Read more: AI in 2026: Advisors’ Best Ally

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