Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

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Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management ExperienceNEW YORK and LOS ANGELES, Sept. 16, 2020 /PRNewswire/ — Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud. The partnership will accelerate Oppenheimer’s buildout of its digital experience platform for the firm’s financial advisors and other professionals, as well as their clients. InvestCloud is one of the financial services industry’s top digital platforms for wealth management and asset management firms.Central to this strategic alliance is the creation of a new digital advisor-client web-based portal for Oppenheimer’s Private Client Division. The digital portal, expected to launch in the first half of next year, will be designed, built, and powered by InvestCloud and will integrate with Oppenheimer’s existing technology infrastructure.Ed Harrington, Executive Vice President and Head of the Private Client Division at Oppenheimer, said, “Oppenheimer’s new financial advisor and client portal, powered by our partnership with InvestCloud, will enable Oppenheimer’s professionals to serve their clients anytime and anywhere with the most robust suite of digital tools in our industry today. With …

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