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.

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.