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What should advisors know about the growth of millionaires?

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

2015: 09/09
CATEGORY: asset management
asset management cloud
investment management cloud
wealth management cloud
TAGS: accounting data warehouse
asset allocator
Asset Management Cloud
best investment management platform
Data Warehouse
data warehouse 3.0
InvestCloud
Investment Management Cloud
John Wise
Wealth Management Cloud
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How to retain next generation clients?

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.

2015: 08/10
CATEGORY: asset management cloud
customized client reporting
data warehouse 3.0
hedge fund cloud
investcloud
investment management cloud
john wise
wealth management cloud
TAGS: addepar
advent
asset allocator
Asset Management Cloud
best investment management platform
Big Data
Client Portals
client reporting
Data Warehouse
Hedge Fund Cloud
InvestCloud
Investment Management Cloud
John Wise
RIA
Wealth Management Cloud
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Is your website mobile-friendly?

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.

2015: 08/09
CATEGORY: asset management cloud
data warehouse 3.0
hedge fund cloud
investcloud
investment management cloud
wealth management cloud
TAGS: accounting data warehouse
addepar
advent
asset allocator
Asset Management Cloud
Data Warehouse
data warehouse 3.0
google
Hedge Fund Cloud
InvestCloud
Investment Management Cloud
John Wise
wealth management client reporting
Wealth Management Cloud
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FinTech’s Next Top Influencer

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.

2015: 08/07
CATEGORY: asset management cloud
hedge fund cloud
investcloud
investment management cloud
wealth management cloud
TAGS: Asset Management Cloud
best investment management platform
Client Portals
client reporting
Hedge Fund Cloud
Investment Management Cloud
John Wise
RIA
Wealth Management Cloud
Wealth Management Website
wealthmanagement.com
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InvestCloud Case Study: Glenmede

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.

2015: 07/07
CATEGORY: accounting data warehouse
asset management
asset management cloud
best investment management platform
investment management
TAGS: accounting data warehouse
addepar
Advent Ayxs
Advent Geneva
asset allocator
asset management
Asset Management Cloud
best investment management platform
Big Data
Client Portals
client reporting
Cloud
customized client reporting
Data Warehouse
Investment Management Cloud
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What is the best way to capture the nature and scope of InvestCloud’s platform?

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.

2015: 06/02
CATEGORY: asset management cloud
CLIENT REPORTING
family office cloud
family office reporting
hedge fund cloud
investment management cloud
john wise
TAGS: accounting data warehouse
Asset Management Cloud
best investment management platform
Client Portals
client reporting
Investment Management Cloud
website design
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Tales from the Digital Experience Frontier

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.

2015: 05/22
CATEGORY: accounting data warehouse
addepar
advent
advent apx
advent axys
advent geneva
asset management cloud
best investment management platform
big data
cgeneva
client reporting
cloudonomics
coreone
customized client reporting
data warehouse 3.0
family office
family office reporting
financial platform
finra
hedge fund cloud
investcloud
investment advisors
investment management cloud
john wise
lightport
sec
social media
vistaone
wealth management cloud
wealth management reporting
website design
TAGS: accounting data warehouse
Advent APX
Advent Axys
Advent Geneva
Asset Management Cloud
Big Data
client reporting
CoreOne
Family Office Reporting
FINRA
Hedge Fund Cloud
InvestCloud
Investment advisors
Investment Management Cloud
John Wise
SEC
VistaOne
Wealth Management Cloud
Leave a comment

Interested in Top Financial Applets for the Securities and Industry. InvestCloud's #1 Fan

What should advisors know about the growth of millionaires?

How to retain next generation clients?

Is your website mobile-friendly?

FinTech’s Next Top Influencer

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

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