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.

  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: