CA-INVESTCLOUD
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.
For more information, visit InvestCloud.com.
To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.
View source version on businesswire.com: https://www.businesswire.com/news/home/20221214005529/en/
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Original “Titanic Cherub” From James Cameron’s Epic Film Heads to Auction December 9 & 1024.11.2025 21:48:00 CET | Press release
Iconic Hollywood Artifact Indelibly Linked with “Jack & Rose” Portrayed by Kate Winslet and Leonardo DiCaprio One of the most recognizable and beloved set pieces from James Cameron’s Titanic heads to auction on December 9 &10 —the original Grand Staircase Cherub, seen in multiple scenes of the 1997 blockbuster, including the pivotal moment when Jack and Rose meet in front of the First Class Dining Room and the climactic moment when the Atlantic Ocean bursts through the skylight and floods the staircase, and cherub. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251124056883/en/ The iconic “cherub” with Leonardo DiCaprio & Kate Winslet in James Cameron’s “TITANIC”. The ornate fixture—crafted for the full-scale recreation of Titanic’s Grand Staircase—was gifted by the production to Martin Biallas, CEO of SEE Global Entertainment, whose immersive exhibitions have brought the world’s most famous ship to millions of fans. It now
Access Advance Announces Major Growth in Its HEVC and VVC Patent Pools24.11.2025 16:10:00 CET | Press release
Access Advance LLC today announced significant expansions of both its HEVC Advance and VVC Advance Patent Pools during the second and third quarters of 2025, underscoring continued industry confidence in the company's balanced and transparent approach to video codec licensing. This growth follows the successful January 2025 launch of Access Advance's Video Distribution Patent ("VDP") Pool, demonstrating the company's expanding role in comprehensive video codec patent licensing solutions. Among the many highlights, Sharp Corporation joined the HEVC Advance Patent Pool as a Licensor, bringing valuable intellectual property assets to the pool's already extensive patent portfolio. Additionally, Huawei Technologies Co., Ltd., already an HEVC Advance Licensor and Licensee, expanded its collaboration with Access Advance by joining the VVC Advance Patent Pool as a Licensee. HP Inc. also expanded its license to include the VVC Advance Patent Pool after previously joining HEVC Advance in 2024, w
Microsize and Schedio Group to Acquire Lonza’s Micro-Macinazione Site in Switzerland24.11.2025 15:05:00 CET | Press release
Microsize, a leading CDMO specializing in particle size reduction and control technologies, today announced it has signed an agreement to acquire Micro-Macinazione (Mic Mac), a dedicated micronization facility in Monteggio, Switzerland, from Lonza. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251124545344/en/ The agreement represents Microsize’s second acquisition from Lonza, following the successful 2022 divestment of its Quakertown, Pennsylvania site. In this transaction, Schedio Group – a Swiss-based provider of jet mills, isolators, spray dryers, and engineering services – is investing alongside Microsize to strengthen and localize its operational base in Europe, advancing a shared vision to lead the next generation of integrated particle engineering solutions. With more than 30 years of experience, Mic Mac has served the pharmaceutical industry with proven GMP-compliant jet milling and micronization capabilities for b
Hytera to Debut S1 E at PMRExpo 202524.11.2025 14:17:00 CET | Press release
Hytera, a leading global provider of critical communications technologies and solutions, today introduced the S1 E, a business-ready, palm-sized two-way radio designed specifically for the retail sector, expanding the portfolio of S Series and providing one more option for retail users to choose for their daily operations. The S1 E will make its debut at PMRExpo, the Europe's premier trade fair for secure, mission- and business-critical communication, taking place from November 25th to 27th, 2025, at Koelnmesse in Cologne, Germany. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251124768341/en/ Hytera New Released Licence-free Analogue Business Radio S1 E Adhering to the S Series’ signature design language, the S1 E combines a stylish, modern, and minimalist aesthetic with practical functionality. Weighing under 85g, the S1 E provides all-day wearing comfort without tugging or weighing down uniforms. Key enhancements and sta
Merck Takes Patient-Directed Approach to Bring Innovation to the Treatment of Rare Neuromuscular Disorder, Generalized Myasthenia Gravis24.11.2025 14:00:00 CET | Press release
Cladribine capsules have the potential to be the first oral treatment for people living with rare, chronic autoimmune neuromuscular disorder, generalized Myasthenia GravisCladribine capsules has received Fast Track designation and Orphan Drug Designation by the US FDAMerck has established an MG patient council to provide insights on how to best meet the needs of patients in the gMG rare disease community Merck, a leading science and technology company, today announced the U.S. Food and Drug Administration (FDA) has granted Fast Track designation for cladribine capsules for the treatment of the rare, chronic autoimmune neuromuscular disorder, generalized Myasthenia Gravis (gMG). In June 2023, the FDA granted Orphan Drug Designation for cladribine capsules for the treatment of gMG. In addition, the Company is actively collaborating with patient organizations and Ad Scientiam, a medical technology company, to support a patient-directed approach to the future management of gMG. If approved
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom