Great teams, questionable management decisions - Client Services InvestCloud Employee Review

3.0
11 Mar 2025
Recommend
CEO approval
Business outlook

Pros

Great support among teams to work together and resolve issues. Always helped and supported each other - everyone had each other's backs. Direct managers supportive and watched out for their staff. Generous PTO (unlimited). Benefits average.

Cons

Several corporate reorganizations. Upper and senior management regularly shifting priorities and strategy, causing unease to workers. The shifting strategy generally lead to RIF and layoffs where incredible amounts of product knowledge were lost to meet revenue numbers. Many years without raises or bonuses.

Explore other reviews about InvestCloud

5.0
21 Apr 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

InvestCloud is on a great trajectory! Turning a tech company around takes time, but with the new management in place I am very hopeful that InvestCloud is on it's way to becoming a great place to work! I get to work with wonderful, smart people and have faith in the management of the company. Company offers unlimited PTO and has good health insurance options with low copays.

Cons

Turnarounds take time, and are not always fun. Hanging in there I am sure will be worth it though!

1.0
19 Apr 2026
Recommend
CEO approval
Business outlook

Pros

coworkers are really nice, they are talented and kind

Cons

Poor management, completely unsupportive. They insist they’re right and refuse to listen to new ideas.

4
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