We're InvestCloud - California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.

1. Cloud accounting – why buy now?
Cloud computing, sometimes known as Software-as-a-Service (SaaS), is well established. The
operational expenditure versus the capital expenditure advantages are well understood and
accepted, as are the benefits of scalability, on-demand capacity and the removal of
infrastructure and hefty upgrade costs. Even the terminology, once part of the exclusive
language of IT professionals, is now part of everyday business-speak, and even trickling into
consumer vernacular via advertising and marketing campaigns.
Despite the mass awareness of the utility of cloud computing, the world of wealth and
investment management has been slow to adopt the cloud, with many organizations still
running on, and even implementing, traditional on-premises software applications.
Recent industry news has highlighted several very high-profile project failures, many of these in
wealth and investment management. In the clear majority of cases, inflexible and outdated
legacy technology was to blame. Even where projects have succeeded, the timescales are often
shocking, with implementations lasting several years. These shortcomings underscore the need
for a smarter, more efficient, cloud-based ​digital platform​.
The InvestCloud approach
Emerald, ​InvestCloud’s​ cloud-based Modeling, Accounting and Custody (“MAC”) system, can
help your organization to operate more efficiently and effectively, and benefit from
InvestCloud’s rapid and low-risk implementation approach.
With cloud solutions from InvestCloud’s digital platform, implementation is fast. InvestCloud’s
PWP (Programs Writing Programs) technology aids rapid configuration. InvestCloud does the
heavy lifting, including managing the infrastructure – leaving the business teams who rely on
the software free to ensure that it’s configured correctly and fit for purpose.
InvestCloud’s approach ensures that your organization will never have to endure another
traditional software rollout to get its hands on the latest functionality. Users get instant access
to the latest innovations without having to worry about installing new software or hardware.
Emerald is continuously updated, not only to release new features, but also in light of
compliance and regulatory enhancements, security updates, usability improvements, patches
and bug fixes. This ensures state of that art features for your clients and advisors such as ​client
portals​, ​advisor portals​, client communication, client reporting, and ​financial mobility​.
Flexibility and agility
Modern, successful businesses are good at coping with change. InvestCloud makes this
flexibility easy. Extending the capabilities of your system by adding new functionality from
InvestCloud’s suite of apps is simple and fast because all InvestCloud modules are designed to
work together. It’s easy to add new features and functionality to your digital platform such as

2. tools for client reporting and client communication, as and when required, without having to
integrate software from different vendors.
For customers wishing to develop their own customer-facing propositions, InvestCloud Emerald
is fully API enabled. This allows our clients to focus on building their unique algorithms and
client portals without having to re-invent the wheel building their middle- and back-offices.
Reducing costs & risk
In an increasingly competitive market, the cost of middle- and back-office technology has a
direct impact on your organization’s bottom line. With lower infrastructure and maintenance
costs, InvestCloud Emerald can significantly reduce the percentage that’s devoted to the middle
and back office. This means you can invest in other areas while having access to the market’s
most modern trading, accounting and settlements system. InvestCloud also takes on
responsibility for the hardware infrastructure and security, which means lower explicit and
implicit costs for our clients.
InvestCloud’s cloud pricing model allows maximum flexibility over traditional approaches.
Extending the capabilities of InvestCloud Emerald can easily and rapidly be achieved from the
InvestCloud suite of products. This saves time, cost and lowers your exposure and risk.​ ​Emerald
is delivered using a SaaS model and is priced on a subscription basis. This gives a clear
advantage over traditional, on-premises software deployments.
InvestCloud Emerald allows you to quickly deploy a modern modeling, custody and accounting
platform that delivers the latest functionality and capabilities like fractional-share dealing, all
with lower investment risk and great flexibility. This makes it a perfect fit for a re-platforming
project.
To learn more about Emerald or our range of cloud-based solutions, book a demo at
www.investcloud.com/Demo​ or call us at +1 (888) 800-0188.