Archive for March, 2015

InvestCloud wins Best Cloud Computing Innovation of the Year!

 asset management cloud, investment management cloud, accounting data warehouse, advent apx, advent axys, advent geneva, client reporting, cloudonomics, coreone, customized client reporting, financial platform, finra, hedge fund cloud, data warehouse 3.0, big data, cgeneva, family office, family office cloud, family office reporting, john wise, investment advisors, investcloud, social media, sec, vistaone, lightport, wealth management cloud, wealth management reporting, website design, addepar, asset management, best investment management platform FStech names InvestCloud as Best Cloud Computing Innovation of the Year! Click on image to read more about the award. Read more at:

Reporting Relativity – What is “Truth”? – 3 Problems legacy systems can’t address


There are board views, trader views, risk and compliance views and what they all want is the “truth” that they need to be effective in the role they play. There are 3 fundamental problems that must be solved in order for firms to deliver leading edge reporting to meet viewer’s demands. Click on image to read more.


InvestCloud investment management platform

Showcasing the ‘best of breed’ providers in the global banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2015’. InvestCloud is crowned as Best Client Communication and Reporting as the judges recognized InvestCloud’s sophisicated nature of its client’s web experience, use of cutting-edge technology and ability to manage complex data structures.

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How do you define your value?

investment management platform, customized client reporting

In the past, advisors could only create customized client reporting with their paper reports.  Web-reporting was constrained with the concept of “one-size-fits-all” due to the cost and complexity of programming a screen design. With the flexibility that InvestCloud’s apps bring, customized client reporting is now easily attainable. Firm’s data-reporting web screens can be as customized as any paper report now. Despite being easy to use, it is also cost-effective. Advisors can now tailor their reports for not only different strategies and products, but also for different client groups. Learn more on how advisors can improve their values.