# InvestCloud

**Canonical:** https://apis.io/providers/investcloud/  
**Website:** https://www.investcloud.com/  
**APIs profiled:** 1

InvestCloud is a wealth-management technology company that provides an AI-driven digital wealth platform connecting advisors, financial institutions, asset managers, TAMPs, RIAs and investors across the full investment lifecycle. Its product surface spans front-office advisor and client solutions, a wealth data platform ("Digital Warehouse") that aggregates custodial, market and portfolio data, managed account solutions including the Advisor Programs List (APL) and Private Markets Account, post-trade processing and settlement, revenue management, and the NaviPlan and RetireUp financial planning products acquired with Advicent. InvestCloud markets a developer platform — branded "Wealthsqope Digital Developer" — offering web-service APIs, embeddable widgets, code recipes, client libraries and application API keys, but that platform and its reference documentation sit entirely behind a portal login, and no machine-readable API contract is published publicly.

## Kin Score — 15.3 / 100 (emerging)

Scored 2026-08-25 under rubric 0.14.0. Trend: flat (-0.7 from 16.0).

| Facet | Score |
|---|---|
| Discoverability | 59.3 |
| Contract Quality | 0.0 |
| Governance | 0.0 |
| Contract Governance | 0.0 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 19.0 |
| Commercial Clarity | 27.6 |
| Access Clarity | 27.6 |

## Agent readiness — 5.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | bearer |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | documented |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |
| Delegated Identity | no |
| Protected Resource Metadata | no |
| Dynamic Client Registration | no |
| Agentic Commerce | no |

## APIs (1)

- **Wealthsqope Digital Developer Platform** — InvestCloud's developer platform, branded "Wealthsqope Digital Developer". Its own public landing page advertises getting-started guides, "full API docs for web services and emb...

## Security (2)

- **Investcloud Authentication** — apiKey · 1 scheme
- **Investcloud Domain Security** — TLSv1.3 · HSTS · DMARC

## Plans (1)

- **Investcloud Plans Pricing**

## Tags

Company, Wealth Management, Financial Services, Investment Management, WealthTech, Portfolio Management, Financial Planning, Managed Accounts, Advisor Technology, Data Aggregation

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/investcloud/). Scores are computed from the provider's own public artifacts under a published rubric.