Archive for the ‘ wealth management cloud ’ Category

How to build a robust disaster recovery plan?

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InvestCloud can closely recall the second-costliest hurricane, known commonly as Superstorm Sandy, which was a Category 3 hurricane that affected 24 states in the US and will see its third anniversary in October 2015. Its impact was so severe that the New York Stock Exchange and Nasdaq closed for two days due to power outages and flooding in the tri-state area. The economic impact of this event trickled down to various sectors, including communications and transportation, as the hurricane flooded the streets of New York, New Jersey, and even destroyed parts of the subways.

The aftermath of Sandy, coupled with New York’s role as a major player in the global economy, brought a growing focus on disaster recovery in the financial technology industry. Read more:

What should advisors know about the growth of millionaires?

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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:

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

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InvestCloud’s CEO, John Wise, has been recognized by 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.

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.