InvestCloud vs Moxo
InvestCloudWealth Management Platforms
CustomPublished price
MoxoClient Portal Software
From $99 / moPublished price
InvestCloud Wealth Management Platforms A Smarter Financial Future Starts with People | Moxo Client Portal Software Orchestrate processes with humans & AI agents | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Client Portal Software |
| What it is | Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools. | Client engagement platform for wealth, financial services, and legal providing secure digital workspaces. |
| Pricing | ||
| Published price | Custom InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici… | From $99 / mo Vendor-published tiers: Free $0; Business $99/mo ($960/yr); Pro $499/mo ($4,800/yr); Enterprise custom. Higher tiers add storage per user and advanced workflow/branding features;… |
| Pricing model | Custom quote | Tiered plans |
| Free options | No free plan · No free trial | Free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2010 | 2012 |
| Team size | 1001-5000 employees | 51-200 employees |
| Headquarters | West Hollywood, CA | Cupertino, CA |