Archive for January, 2014

InvestCloud’s Client Document and Data-driven Reporting

InvestCloud’s Client Document and Data-driven Reporting.

InvestCloud’s Client Document and Data-driven Reporting

InvestCloud's Client Document and Data-driven Reporting

In this week’s post on InvestCloud’s cScoring process we come to Client Document and Data-driven reporting. With these we come to the elements that are the most important tools for servicing existing relationships and giving them a reason to visit your site. It is with the addition of these two that your site becomes a client portal and not simply a marketing website….

InvestCloud is the largest provider of wealth management cloud platforms.

InvestCloud Strategic Website Design: Leverage Your Most Critical Asset

InvestCloud Strategic Website Design: Leverage Your Most Critical Asset

InvestCloud digs deeper into our cScore analysis.  This week’s focus is Navigation and SEO.