Archive for the ‘ hedge fund cloud ’ Category

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.

3 Key Drivers in Hedge Fund Administration Outsourcing in 2015

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With new assets come higher expectations about transparency, expectations that cannot be easily met without outsourcing. Click on image to read more from InvestCloud.

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

investment management cloud, investment management cloud, wealth management, Wealth Advisory, wealth management, asset management, asset management reporting, asset management technology, Cloud

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.

InvestCloud is hiring System Administrator/System Operations

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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.