Multi-Cloud Architecture

InvestorFlow’s multi-cloud architecture is built to meet the demands of modern enterprises by integrating and orchestrating the best-in-class platforms: Microsoft Azure, OpenAI, Salesforce, G Suite, Outlook, and Snowflake. Rather than reinventing the wheel, we work within these proven technology stacks — extending their capabilities through intelligent orchestration and AI-powered workflows tailored for the private markets. 
 
 

Salesforce

Salesforce as a Platform-as-a-Service (PaaS) provides a secure, scalable, and an enterprise-ready foundation that allows InvestorFlow to focus on innovation rather than infrastructure. By building within Salesforce's native ecosystem, we accelerate development, ensure compliance, and deliver powerful, configurable experiences that are instantly compatible with the systems our clients already trust.

Microsoft Azure

Microsoft Azure powers our portal application layer and AI infrastructure, providing enterprise grade reliability and elastic compute at global scale. Investor communications and collaboration are seamlessly integrated with Outlook and G Suite, meeting users where they work. Snowflake acts as our high-performance data backbone, enabling fast, secure, and scalable enrichment, analysis, and reporting across millions of interactions.

Orchestration Approach

This orchestration approach allows us to create specialized industry clouds for private equity, real assets, and credit — each purpose built on enterprise-grade foundations. By leveraging the strengths of each platform — and more importantly, working within their native paradigms — we future-proof InvestorFlow for the evolving needs to global asset managers. Our clients benefit from the continuous innovation of our technology partners.

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