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.

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