Archive for the ‘ FINANCE ’ Category

InvestCloud is hiring System Administrator/System Operations

social media, advent geneva, lightport, coreone, vistaone, family office reporting, wealth management reporting, accounting data warehouse, family office, customized client reporting, wealth management cloud, cloudonomics, data warehouse 3.0, investcloud, cgeneva, finra, asset management cloud, advent apx, best investment management platform, big data, advent axys, family office cloud, asset management, client reporting, investment management cloud, investment advisors, hedge fund cloud, addepar, john wise, financial platform, sec, advent, website design

InvestCloud is looking for bright and talented individuals as we advance our cutting edge technology. Read more by clicking on the image.

Pushing The Envelope – 3 Simple Steps to Mastering New Media

social media, advent geneva, lightport, coreone, vistaone, family office reporting, wealth management reporting, accounting data warehouse, family office, customized client reporting, wealth management cloud, cloudonomics, data warehouse 3.0, investcloud, cgeneva, finra, asset management cloud, advent apx, best investment management platform, big data, advent axys, family office cloud, asset management, client reporting, investment management cloud, investment advisors, hedge fund cloud, addepar, john wise, financial platform, sec, advent, website design

The convergence of cloud based applications, mobile delivery, aggregated and interlinked financial data, along with the deepening of social media networks is presenting such a good opportunity to push the envelope of what is possible in the advisory marketing and client communications sector. Read more by clicking on the image.

How do you define your value?

investment management platform, customized client reporting

In the past, advisors could only create customized client reporting with their paper reports.  Web-reporting was constrained with the concept of “one-size-fits-all” due to the cost and complexity of programming a screen design. With the flexibility that InvestCloud’s apps bring, customized client reporting is now easily attainable. Firm’s data-reporting web screens can be as customized as any paper report now. Despite being easy to use, it is also cost-effective. Advisors can now tailor their reports for not only different strategies and products, but also for different client groups. Learn more on how advisors can improve their values.