Archive for the ‘ customized client reporting ’ Category

How to retain next generation clients?

investcloud, investment management plaftorm

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.

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.