Archive for August, 2015

How to get to big data?

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Managers and advisors are often exposed to irregularities in data definitions and sourcing. How can they find out about these data gaps? Find out by clicking on image.

Good Client Digital Experience: Luxury or Necessity?

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A recent study released by InvestmentNews examines how financial advisors are leveraging technology to make their firms more competitive. According to the study, there is a 50 percent growth in the number of firms emphasizing client experience. Read more by clicking on image.

InvestCloud’s Navy: Next Generation Fund-of-Fund Reporting

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Institutional investors are increasing demands for greater transparency and frequency of reporting by their stakeholders. Learn more by clicking on the image.

What are the six “Ds” that financial advisors and asset managers need to know?

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Using Google’s founder, Larry Page, Tesla’s Elon Musk, Sir Richard Branson of the Virgin Group, and Amazon’s Jeff Bezos, Peter Diamandis, the keynote speaker at TD Ameritrade’s advisor conference, talks about the six “Ds” that these exponential entrepreneurs use. See how InvestCloud incorporates these ideas to the financial service sector by clicking on image.

How to retain next generation clients?

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Many advisors are facing the issue of losing businesses from their clients’ heirs. Find out how advisors can keep the heirs as their future clients by clicking on the image.

Is your website mobile-friendly?

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Did you know? Google’s newest search algorithm emphasizes heavily on the user’s experience so being mobile friendly is the way to capture its heart. Learn more by clicking on the image.

FinTech’s Next Top Influencer

John Wise, investment management cloud

InvestCloud’s CEO, John Wise, has been recognized by as one of the top influencers to look out for in 2016. The wealth management industry struggles with the ability to innovate. How does Wise help to alleviate this issue? Read more by clicking on image.