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
VeriSilicon Enhanced ISP8200-FS Series IP Achieves ASIL B Functional Safety Certification5.2.2026 01:00:00 CET | Press release
Enabling Next-Generation High-Performance Automotive Camera Systems VeriSilicon (688521.SH) today announced its latest enhanced versions of Image Signal Processing (ISP) IP ISP8200-FS series, ISP8200-ES and ISP8200L-ES, featuring improved performance and energy efficiency to better support complex automotive camera systems. These enhanced IPs have successfully achieved ISO 26262 ASIL B functional safety certifications issued by TÜV NORD, an international inspection and certification institution, further validating their suitability and reliability for ADAS and autonomous driving applications. The latest enhanced ISP8200-FS series IP can operate at up to 1.2 GHz and support data processing from up to 16 image sensors. It significantly improves the performance of multi-camera scheduling, enabling flexible data-access capabilities and efficient hardware pipeline utilization for automotive camera systems. The enhanced series IP integrates image processing technologies including Color Noise
Kinaxis Inc. to Host Fourth Quarter 2025 Financial Results Conference Call on March 5, 20264.2.2026 22:30:00 CET | Press release
Kinaxis® Inc. (TSX:KXS), a global leader in supply chain orchestration, today announced that it has scheduled its conference call to discuss the financial results for its fourth quarter and year ended December 31, 2025. The call will be hosted on Thursday, March 5 at 8:30 a.m. Eastern Time by Razat Gaurav, chief executive officer, and Blaine Fitzgerald, chief financial officer, followed by a question and answer period. The Company will report its financial results for the fourth quarter and year after the close of markets on Wednesday, March 4, 2026. CONFERENCE CALL DETAILS DATE: Thursday, March 5, 2026 TIME: 8:30 a.m. Eastern Time WEBCAST: https://events.q4inc.com/attendee/567578009 (available for three months) About Kinaxis Kinaxis is a leader in modern supply chain orchestration, powering complex global supply chains and supporting the people who manage them. Our powerful, AI-infused supply chain orchestration platform, Maestro, combines proprietary technologies and techniques that
Mainstay Medical Announces Exclusive Coverage of ReActiv8® by Blue Cross Blue Shield of North Dakota4.2.2026 22:30:00 CET | Press release
Mainstay Medical Holdings plc today announced that Blue Cross Blue Shield of North Dakota has established favorable coverage for the company’s ReActiv8 Restorative NeurostimulationTM therapy for the treatment of intractable chronic low back pain. The policy went into effect in January 2026 and specifies that ReActiv8 is the only therapy considered medically necessary by the policy when the conditions for coverage are met. “We are pleased that another Blue Cross Blue Shield payer has joined Anthem in making ReActiv8 available to well-selected patients after reviewing the large body of clinical evidence we have built,”said Jason Hannon, CEO of Mainstay Medical. “Patients with intractable chronic low back pain are desperately seeking durable solutions, and ReActiv8 has proven to be a safe and effective solution through six clinical studies with 633 patients treated and 1,950 patient-years of follow-up, including two multi-center, randomized controlled clinical studies. We look forward to
Multi-Color Corporation Receives Court Approval of First Day Motions4.2.2026 21:30:00 CET | Press release
Obtains Interim Approval to Access $125 Million of DIP FinancingGlobal Operations and Services to Customers Continue in Normal Course Without Interruption During Restructuring Process; All Trade Vendors and Suppliers to be Paid in Full Multi-Color Corporation (“MCC” or the “Company”), a global leader in prime label solutions, today announced that it has received approval from the U.S. Bankruptcy Court for the District of New Jersey (the “Court”) for first day relief related to its prepackaged Chapter 11 filed on January 29, 2026. The approved relief affirms that the Company will operate in the normal course, pay all trade vendors and suppliers in full, and maintain a strong liquidity position during the restructuring. As part of this relief, the Court granted MCC immediate access to $125 million of $250 million in debtor-in-possession (“DIP”) new money financing, provided by certain holders of MCC’s secured first lien debt and its equity sponsor, CD&R. This funding will capitalize the
Andersen Consulting udvider med samarbejdsfirmaet Saratoga Software4.2.2026 18:43:00 CET | Pressemeddelelse
Andersen Consulting styrker sit udbud inden for digital transformation med tilføjelsen af samarbejdspartneren Saratoga Software, en leverandør af softwareleverancer og specialiserede teknologiløsninger. Saratoga Software blev grundlagt i 1998 og tilbyder virksomheder, især inden for den finansielle sektor og fintech-branchen, en omfattende række tjenester, herunder specialudviklede softwareløsninger, forretningsanalyse, platformsintegration og support, kvalitetssikring, projektledelse samt data engineering og business intelligence. Med kontorer i Sydafrika og Storbritannien specialiserer firmaet sig også i løsninger inden for ai og machine learning samt cloud-migrering, kundekommunikationsstyring og strategisk teknologirådgivning. "Vores team besidder dyb ingeniørfaglig ekspertise, anciennitet og en dokumenteret evne til at løse komplekse problemer – kvaliteter, der gør os til betroede rådgivere for vores kunder," udtalte Anthony Robinson, bestyrelsesformand for Saratoga Software. "At
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