Archive for the ‘ asset management cloud ’ Category

What should advisors know about the growth of millionaires?

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Several months ago, The Boston Consulting Group (BCG) released a new report entitled, Global Wealth 2015: Winning the Global Growth Game. Apart from emphasizing the opportunities offered by the growth in the key advisory demographic, “millionaire households,” the report also discusses the opportunity against the backdrop of a more challenging regulatory climate and the growing demands for service and transparency that this group brings. Read more: http://bit.ly/1F0rs2V

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 WealthManagement.com 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.

InvestCloud Case Study: Glenmede

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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.

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

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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.

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.