InvestCloud: Works with Oppenheimer on digital wealth platform
- InvestCloud company that has grown from an idea in a garage to a platform with over 550 direct clients
- Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition
- Oppenheimer recently completed the buildout of the Gateway, which allows clients to seamlessly open new accounts
- The platform uses behavioral science for client journey mapping, as well as improving digital engagement
- The implementation of this enhanced new platform has been achieved in strategic partnership
- Oppenheimer’s Gateway underscores the firm’s strategic investments in platforms that are advisor-facing and client-focused
