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InvestCloud Introduces AI Solutions for Advisor Efficiency and Client Engagement
ByAinvest
Friday, Aug 8, 2025 8:48 am ET1min read
InvestCloud has launched AI-enabled solutions, Intelligent Screening and Intelligent Meeting, to improve advisor productivity and client engagement. The tools integrate with smartKYC and Zocks, and automate due diligence, meeting preparation, and post-meeting workflows. The unified wealth data model supports workflows, insights, and experiences across the wealth management ecosystem. InvestCloud has also named Josh Mayer as COO of its APL-managed accounts business, supporting its expansion into unified public and private investment management.
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