Chicago Clearing Corp and InvestCloud, Inc. Announce New Partnership

InvestCloud, Inc, a provider of cloud-based front, middle and back office solutions focused on digitizing customer experiences and internal operations for global investment advisors, today announced a partnership with Chicago Clearing Corp., (CCC), a class-action claims recovery specialist. The partnership will deliver a technology solution for financial institutions to manage, file, and recover funds in securities class action settlements. Financial advisors within the InvestCloud universe will now have a turnkey solution that increases value to clients by streamlining the settlement process from beginning to end.

Today, most financial advisors rely on mailings or hard-to-track industry communications just to stay informed of existing settlements. Claim filing itself requires a significant amount of paperwork filing on behalf of the Advisor and/or client. InvestCloud’s customized Chicago Clearing Corp Applet will dramatically simplify this notoriously difficult process.

“InvestCloud has built an easily deployable and scalable first-class investment platform for every professional investment manager or financial institution. By partnering with Chicago Clearing Corp we are increasing our user experience and continuing to support our ongoing effort to improve advisor efficiency,” said John Wise, chairman and CEO of InvestCloud, Inc. “The partnership with Chicago Clearing Corp is yet another example of how we’re helping advisors to grow and achieve great results for their clients, while equipping them to become leaders in the industry.”

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What are the 4 Key Content Types You Need to be Using?

In the previous article, “Turning Visitors into Clients”, we discussed social media not yet being a big deal for our industry’s demographic, with the one exception of blogging.  According to one survey 85% of participants believe a blog helps establish a vendor’s credibility.  The data shows that if your firm posts high-value, insightful content thatothers are sharing, a blog raises your company’s profile in the buyer’s mind substantially.

In this article, we will look at 4 types of blog content and the relative effectiveness of each in building audience integrity. It is based on traffic analysis of 422 blog posts published over a two-year span. The goal of the study was to find out what kinds of content drove the most traffic, both short and long term, and which kinds of content have the longest “shelf-life.”

Click here to read more from InvestCloud.

John Wise introduces Cloudonomics for Hardware (part 4 of 4)

A “hardware cloud” is where the cloud provides computing power on demand, similar to a utility (e.g., the Department of Water and Power); however, instead of distributing water and electricity, the cloud distributes processing power, bandwidth, memory and storage. The Cloudonomic effect is that users now have …


What is the difference between 1.0, 2.0 and 3.0 and why are the differences important?

What is the difference between 1.0, 2.0 and 3.0 and why are the differences important. What follows is an illustration that may provide some understanding.

Data Warehouses 1.0 (the Data Mart) are often referred to as a “subset” of a data warehouse; unfortunately data marts, and, in fact, instances of data warehouses 1.0, are no more than a SQL table representation of the processing system that is providing the data, such as a trading system, or accounting system.  These data marts were born from the generally “poor reporting” of the originating processing engines created in the last century. The benefit of a data mart is that you can report, but you are limited to silos of data with extremely limited navigation (i.e. you couldn’t navigate from performance data to position data, to tax lots, or to allocations, as the data would be in 3 different data marts with different references, and different keys and foreign keys.  Put simply, when creating a data mart, a developer typically takes an existing extract from a processing engine (e.g. trade history) and loads it into a SQL table verbatim, with minimal or no “warehouse” functionality.

Find out more about Data Warehouses 2.0 and 3.0:

What are the six “Ds” that financial advisors and asset managers need to know?

investment management, wealth management, investcloud blog

Using Google’s founder, Larry Page, Tesla’s Elon Musk, Sir Richard Branson of the Virgin Group, and Amazon’s Jeff Bezos, Peter Diamandis, the keynote speaker at TD Ameritrade’s advisor conference, talks about the six “Ds” that these exponential entrepreneurs use. See how InvestCloud incorporates these ideas to the financial service sector by clicking on image.

Growing Investment in Client Digital Experience

investcloud blog, investment management cloud, wealth management

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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