Tuesday, March 17, 2020

InvestCloud Wins James Hambro & Partners

Los Angeles-based InvestCloud, which develops software used by wealth managers for client communications, management, and other client services, says it has signed up wealth management group James Hambro & Partners (JH&P). According to InvestCloud, JH&P will use its apps to enable digital client communication, automation and management. Financial impact of the win, and terms of the contract between the companies were not announced. InvestCloud is backed by FTV Capital.