Thursday, December 15, 2022

InvestCloud signals additional emphasis on Digital Planning with appointment of new product leadership

 New lead role for Digital Planning marks InvestCloud’s continued investment to support financial planning from self-directed to high-net-worth clients.

(BUSINESS WIRE) -- In a move that underscores their prioritization of Digital Planning, InvestCloud, the global leader in digital transformation for the financial industry, has appointed Michael Roth to President of Digital Planning. In combination with their leading digital solutions for communication, shopping and selling, the company continues to invest in its suite of financial planning solutions across the entire wealth spectrum.

In this new role, Michael will be charged with driving the growth of InvestCloud’s Digital Planning proposition to support even the most complex planning scenarios – such as tax, estate, cashflow and succession planning – while tailoring solutions to meet the unique jurisdictional requirements in geographies around the world.

John Wise, CEO of InvestCloud, said: “We’re delighted to announce Michael’s appointment to lead the growth of InvestCloud’s Digital Planning offering globally. Whether you’ve just started earning or you are an ultra-high-net-worth individual thinking about succession planning, the fundamental thing you want from your advisor is a plan to achieve your goals. Michael has tremendous experience and passion for how technology can be applied to simplify and streamline the financial planning space and will be a great asset as we propel innovation in one of our core client offerings.”

Michael Roth, President of Digital Planning for InvestCloud, commented: “The financial planning market is ripe for disruption. Most solutions are fragmented and therefore the plans struggle to support and grow as an individual or household moves through their wealth journey – too often damaging client retention. Offering a truly front-to-back solution, InvestCloud is uniquely placed to harness the power of real-time client data to build both hyper-personalized and evolving financial plans to meet client needs. I look forward to building on our proposition to support every planning scenario, no matter how specialized.”

This appointment comes as InvestCloud recently announced enhancements to its premium planning solution in North America, NaviPlan. As a core component of InvestCloud X – the holistic offering of communication, planning, shopping and selling apps accessible on a single, cloud-based platform and centralized via the Digital Warehouse – InvestCloud continues to make significant strides, leading the financial industry’s digital transformation globally.

About InvestCloud

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 suite of modular apps, resulting in powerful products including Communication (client portals, advisor portals, mobility and more), Planning (goal-based, cashflow, digital advice, proposals and more), Shopping & Selling (digital marketplace for financial products) and the App Library (IBOR, ABOR, performance and more). Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo 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.

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InvestCloud Media Contact:

Linden Gregory

Metia Group

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