CA-INVESTCLOUD
14.12.2022 15:39:40 CET | Business Wire | Press release
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
Darktrace Selects Navan to Modernise Travel Program25.2.2026 10:00:00 CET | Press release
Navan (NASDAQ: NAVN), the global AI-powered business travel and expense platform, today announced it has been selected by Darktrace, a global leader in AI for cybersecurity, to upgrade its global travel program. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260225522665/en/ Darktrace Selects Navan to Modernise Travel Program “As Darktrace accelerates its expansion, in-person collaboration is critical,” said David Smith, Chief People Officer at Darktrace. “Navan’s inventory and user experience will ensure our teams and customers can easily connect, while we can maintain financial control.” As the UK-based cybersecurity company grows, Darktrace sought a partner to consolidate its travel operations, minimize administrative burden, and improve the booking experience for its workforce. Previously hampered by fragmented processes, Darktrace required a solution that would increase platform adoption and empower its employees to tra
AI: The New Insider Threat Facing Organizations25.2.2026 09:00:00 CET | Press release
Thales 2026 Data Threat Report Finds 70% of Organizations Rank AI as Top Data Security Risk As AI systems gain broader access to enterprise data across environments, organizations must treat data visibility and encryption as core security elements. AI-enabled deepfakes and misinformation are increasing the effectiveness of identity-based attacks. Today, credential theft is the leading attack technique against cloud infrastructure (67%). Nearly 60% of companies report deepfake-driven incidents, and 48% experience damage from AI-generated misinformation Investment in AI security is growing, with 30% of companies allocating dedicated budgets; however, 53% are still relying on existing security budget According to the Thales 2026 Data Threat Report, organizations across various markets including automotive, energy, finance and retail say the rapid pace of AI-driven transformation is now their biggest security challenge. Based on the report’s research, conducted by S&P Global 451 Research,
Zuper and Vonage Reimagine Network Connectivity for Skilled Trades with Quality on Demand25.2.2026 09:00:00 CET | Press release
Zuper to receive early access to Vonage Quality on Demand network API, for high-stakes field workflows - ensuring reliable network performance for live video, wearables, and inspections across industries like HVAC, electrical, general construction, roofing, manufacturing, and more Zuper, the AI operating system for the trades, and Vonage, part of Ericsson, have entered into a Memorandum of Understanding (MoU) to enter into a collaboration to integrate Vonage’s network APIs into the Zuper platform. The collaboration will provide Zuper with early access to Vonage network powered solutions, starting with Quality on Demand (QoD), where mobile network performance can be selectively applied to support critical field workflows, delivering improved latency, reliability, and connected experiences for mobile workforces. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260225852261/en/ QoD is the first advanced network API being integrat
Industrial Decarbonization: Calderion, WenCo and Terravent Invest in Graforce to Scale Plasma Pyrolysis Globally25.2.2026 08:07:00 CET | Press release
The investor consortium comprising the Paris-based Next Generation Fuels Industrial & Technological fund Calderion (Audacia), alongside infrastructure developer Terravent and WenCo Family Office, announces the closing of a strategic double-digit million-euro financing round for Berlin-based Graforce GmbH. The investment is dedicated to the industrial scale-up of Graforce’s proprietary plasma pyrolysis technology, addressing the growing global demand for cost-efficient low-carbon hydrogen, syngas, and carbon removal solutions that are compatible with existing industrial infrastructures. Disruptive alternative to conventional processes Graforce’s technology aims at replacing CO₂-intensive legacy routes such as steam reforming and classical gasification. By applying plasma to methane, biogas, flare gas, and landfill gas, the process converts these streams into their valuable molecular components instead of emitting them. The result is a high-efficiency production of clean hydrogen and syn
Mevion Medical Systems Announces CE Marking of the MEVION S250-FIT™ Proton Therapy System, Expanding Global Access to Compact Proton Therapy25.2.2026 08:00:00 CET | Press release
CE Marking enables marketing and clinical use of the world’s first and only LINAC vault-ready proton therapy system across the European Union Mevion Medical Systems, the global leader in compact proton therapy, today announced that the MEVION S250-FIT Proton Therapy System has successfully completed the conformity assessment process and has received CE Marking under Regulation (EU) 2017/745 (EU MDR). This regulatory milestone enables the marketing, sale, and clinical use of the MEVION S250-FIT system throughout the European Union, building on the system’s existing U.S. FDA 510(k) clearance granted in September 2025. The MEVION S250-FIT is the first and only proton therapy system designed to fit into a standard radiation therapy vault. By enabling cancer centers to use their existing infrastructure, the MEVION S250-FIT dramatically reduces the cost, complexity, and timeline traditionally associated with proton therapy adoption. This opens a new pathway for hospitals and cancer centers a
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