Archive for the ‘ accounting data warehouse ’ Category

InvestCloud Case Study: Glenmede

Glenmede Cover (1)

Embrace the Digital Experience. Read and see video on how Independent investment and wealth management firm, Glenmede utilize InvestCloud to create their client portal by clicking on image.

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.

Tales from the Digital Experience Frontier

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The focus of InvestCloud’s 2nd annual User Conference was on the “Digital Experience”. InvestCloud team members spoke about Fulfillment, Function, and Form, and demonstrated the various applets through the theme of Lego building blocks. Everything was awesome! Read more by clicking on image.