Growing Investment in Client Digital Experience

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A recent study released by InvestmentNews, Advisor Technology Study, examines how financial advisors are leveraging technology to make their firms more competitive. Central to meeting their firm’s goal is a greater focus on their clients’ digital experience. According to the study, there is a 50 percent growth in the number of firms emphasizing client experience. The change in …

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FinTech’s Next Top Influencer

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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.

Glenmede Case Study – Embracing the Digital Experience

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Embrace the Digital experience. Read and see video on how Independent investment and wealth management firm, Glenmede utilize InvestCloud to create their client portal by clicking on image.

Should the Yale Model be ditched?

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The Yale Model was developed in 1985 by David Swensen and Dean Takahashi, and it is core to investment strategies that asset allocators, commonly endowments and foundations, often follow. The model calls on allocators to diversify their portfolio amongst five to seven asset classes, focusing more on equities. It additionally emphasizes …  Read more by clicking on image.

InvestCloud’s 3 Organizing Principals: Fulfillment, Function & Form

 asset management cloud CLIENT REPORTING family office cloud family office reporting hedge fund cloud investment management cloud john wiseAs 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.

Is your company utilizing Social Media?

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Did you know that there are over 35,000 financial planning firms on LinkedIn today? Besides that, Facebook is no longer the arena for teens and young adults. There is a 78% usage rate by those with an income of $75,000 a year and higher. View more to find out how social media has evolved and became increasingly relevant for the Financial Industry by clicking on the image.