Archive for June, 2015

Ditching the Yale Model?

investment management cloud

Developed in 1985, The Yale Model is important for asset allocators, endowments and foundations. Should the Yale Model be forgotten? Read more by clicking on image.

Identifying 10 Functional Steps to create a good Digital Experience

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The Digital Revolution is here, where does your firm stand? InvestCloud’s Head of Sales shares the components that differentiate you from your competitors and how you can get the edge. Read more by clicking on image.

What is the best way to capture the nature and scope of InvestCloud’s platform?

investment management cloud, investment management cloud, wealth management, Wealth Advisory, wealth management, asset management, asset management reporting, asset management technology, Cloud

As Mick Jagger wrote, “If you try sometimes, you get what you need”. At InvestCloud’s User Conference, CEO John Wise and team relate how Fullfilment, Function and Form enable clients to have an amazing digital client experience. Click on image to view more.