InvestCloud
InvestCloud provides a cloud-native financial platform that helps you digitize wealth management operations through modular apps for client communication, planning, and personalized portfolio management across the entire investment lifecycle.
Moxo
Moxo provides a client interaction hub that helps you streamline external workflows through secure messaging, document exchange, digital signatures, and video meetings in one unified, branded portal.
Quick Comparison
| Feature | InvestCloud | Moxo |
|---|---|---|
| Website | investcloud.com | moxo.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $100/month |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2010 | 2012 |
| Headquarters | West Hollywood, USA | Cupertino, USA |
Overview
InvestCloud
InvestCloud is a modular platform designed to transform how you handle wealth management and investment operations. Instead of dealing with fragmented legacy systems, you can access a library of over 300 specialized apps to build a custom digital experience for your clients and advisors. You can manage everything from initial digital onboarding and financial planning to complex portfolio accounting and performance reporting within a single unified ecosystem.
The platform focuses on helping you scale your business by automating back-office tasks and enhancing client engagement through intuitive digital portals. Whether you are an independent advisor or a global institutional bank, you can select specific functional modules to solve immediate bottlenecks or deploy the full suite for a complete digital transformation of your financial services delivery.
Moxo
Moxo helps you manage the entire lifecycle of client interactions within a secure, private digital hub. Instead of chasing approvals across fragmented email threads and disconnected apps, you can coordinate complex processes like client onboarding, account servicing, and project management from a single branded interface. You can automate routine touchpoints and ensure every stakeholder stays aligned throughout the service delivery process.
The platform is specifically designed for high-touch industries like financial services, legal, healthcare, and real estate where security and professional branding are non-negotiable. You can deploy your own custom-branded mobile and web apps, providing your clients with a seamless professional experience while your team maintains full visibility and control over every active workflow.
Overview
InvestCloud Features
- Digital Onboarding Streamline your client acquisition with automated document collection and digital signatures to get new accounts opened faster.
- Client Portals Provide your clients with high-end mobile and web dashboards where they can track performance and interact with their portfolios.
- Financial Planning Create interactive goals-based plans and stress-test scenarios to help your clients visualize their long-term financial future.
- Portfolio Accounting Automate your back-office operations with real-time accounting, trade processing, and multi-currency support across all asset classes.
- Performance Reporting Generate clear visual reports that show your clients exactly how their investments are performing against relevant benchmarks.
- Relationship Management Track every client interaction and preference in a specialized CRM built specifically for the needs of wealth managers.
Moxo Features
- Branded Client Portals. Create a professional digital presence with custom-branded web and mobile apps that mirror your corporate identity.
- Flow Templates. Automate multi-step client processes like onboarding and renewals using pre-built templates to ensure consistent service delivery.
- Secure Messaging. Communicate with clients in real-time through encrypted messaging that keeps sensitive business conversations private and organized.
- Digital Signatures. Collect legally binding signatures on contracts and forms directly within the portal to eliminate printing and scanning.
- Document Collaboration. Share, review, and annotate documents with your clients in a secure environment with full version control.
- Video Meetings. Host high-quality video conferences and screen sharing sessions without requiring your clients to download external software.
Pricing Comparison
InvestCloud Pricing
Moxo Pricing
- 10 internal users included
- 100 client users included
- Secure messaging and files
- Digital signatures
- Standard Moxo branding
- Basic workflow templates
- Everything in Starter, plus:
- 50 internal users included
- 500 client users included
- Custom branding and domain
- Advanced workflow automation
- Priority email support
Pros & Cons
InvestCloud
Pros
- Highly customizable modular architecture fits unique workflows
- Modern and professional user interface for clients
- Consolidates multiple legacy systems into one platform
- Strong mobile capabilities for advisors on the go
Cons
- Implementation process can be lengthy and complex
- Significant learning curve due to vast feature set
- Customization options may require dedicated internal support
Moxo
Pros
- Consolidates multiple communication tools into one portal
- Professional mobile app experience for end clients
- Strong security features meet strict compliance standards
- Automated workflows reduce manual follow-up tasks
Cons
- Higher starting price point than basic tools
- Initial setup of complex flows takes time
- Interface can feel busy for first-time users