www.investcloud.com!
NEWTHINK | August 20th, 2014!
CASE STUDY: MULTIGENERATIONAL FAMILY OFFICE! Sue Devlin, CTO of Pitcairn, one of the world’s leading family offices, talks about how InvestCloud has helped them. “…another client who was very vocal about not liking our old site responded with ‘I LOVE IT’ and I’m going to play around with it the whole weekend.”! Click to read more and watch the video!
Be Different. Be Custom.! INTRODUCING “MAIZE”: OUR LATEST PRE-DESIGNED, INTEGRATED CUSTOM PORTAL! maize.investcloud.com Perfect design for family offices and private trust companies. Highly competitive as this design is limited to one company.! Click to sign up for demo of what is behind the login portal!
GOOD-BYE PERIODIC CLIENT REPORTING! It’s not about how frequent you update your numbers but having numbers in the system when your clients want to look at it.! Click to read more !
INVESTCLOUD IS HIRING!! We’re looking for a Pre-Sales Associate to join our talented team at Beverly Hills, California. ! Click to view more details!
Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | July 17th, 2014!
CLOUD OVERLAY FOR ADVENT’S AXYS, APX, BLACKDIAMOND, SCHWAB’S PORTFOLIO CENTER, AND EAGLE PACE! They tend to do portfolio accounting adequately. The value InvestCloud’s Cloud Overlay adds is aggregating the data for excellent consolidated reporting. ! Click to read more.!
Unleash Your Data’s Potential.! ACCOUNTING AND DATA WAREHOUSING: COMMON MISCONCEPTION! Does your firm have an information-centric approach? ! Click to read more!
WHY ARE ENTERPRISE SOFTWARE UPGRADES PAINFUL? ! “Data Warehouse 3,0 – Understand the Difference” takes you through the evolution of the Data Mart to the Schema to The Open User. ! Click to read more!
WATCH: “HOW I STARTED WRITING SONGS AGAIN” STING! With more than 100 million albums and 16 Grammy’s, this writer whose life was dominated by a shipyard, is still going strong. Read. Listen. Enjoy.! Click to watch! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | July 17th, 2014!
CLOUD OVERLAY FOR ADVENT’S AXYS, APX, BLACKDIAMOND, SCHWAB’S PORTFOLIO CENTER, AND EAGLE PACE! They tend to do portfolio accounting adequately. The value InvestCloud’s Cloud Overlay adds is aggregating the data for excellent consolidated reporting. ! Click to read more.!
Unleash Your Data’s Potential.! ACCOUNTING AND DATA WAREHOUSING: COMMON MISCONCEPTION! Does your firm have an information-centric approach? ! Click to read more!
WHY ARE ENTERPRISE SOFTWARE UPGRADES PAINFUL? ! “Data Warehouse 3,0 – Understand the Difference” takes you through the evolution of the Data Mart to the Schema to The Open User. ! Click to read more!
WATCH: “HOW I STARTED WRITING SONGS AGAIN” STING! With more than 100 million albums and 16 Grammy’s, this writer whose life was dominated by a shipyard, is still going strong. Read. Listen. Enjoy.! Click to watch! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | June 18th, 2014!
CLOSING THE DATA MAP GAP! The most powerful element of the InvestCloud platform is how we radically simplify the process of creating custom applets and report views. By automating workflows and integrating a broader set of data, InvestCloud’s applets enable clients to save time and reduce errors.! Click to read more.!
Unleash Your Data’s Potential.! INVESTCLOUD’S MIRRORING APPROACH REDUCES TRAINING REQUIREMENTS! InvestCloud’s key design concept is to make our product as intuitive as possible so the user has an incredible experience. ! Click to read more!
TECHTHINK.INVESTCLOUD.COM! Check out our latest tech blog, which highlights our team’s cutting-edge projects and innovative thought processes as we advance our proprietary technology. Twitter: @techthinkblog! Click to read more!
LAWS OF THE GAME: THE WORLD CUP! FIFA.com is the site of all sites for the World Cup. Everything you need to know about the Laws of the Game, from the Field of Play to the Ball to the Corner Kick, is addressed here. Be in the know. ! www.FIFA.com! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | June 12th, 2014!
INTRODUCING “BLUE”: OUR NEWEST PRE-DESIGNED, INTEGRATED CUSTOM PORTAL! blue.investcloud.com. If you like it, you can buy it. We plug in your firm’s info and you’re ready to go, in about 2 weeks! The bad news: Once it’s gone, it’s gone. (Don’t fret: you might see more designs soon). ! Schedule a demo to see behind the login!
Be Different. Be Custom.! WEBINAR: CMOBILITY (BE MOBILE)! Can you access fully integrated information anywhere? Check out your options at our webinar: Tues., June 17th at 10am PST / 1pm EST.! Click to register!
THE FUTURE FAMILY OFFICE – DAILY MULTI-POINT REPORTING! How InvestCloud helps Family Offices address the unique reporting needs of their very diverse multigenerational clients. ! Click to read more!
CALLING ALL NERDS! We can’t contain our excitement about our new engineering blog! Tech Think highlights our team’s cutting-edge projects and innovative thought processes as we advance our proprietary technology. techthink.investcloud.com. Twitter: @techthinkblog.! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | May 27th, 2014!
MAD MEN, MONOLITHS, AND THE MAGIC AND MULTI-TENANCY: PART 2! This week we expand the argument by looking at how multitenancy affects four key areas of application services: Reliability, Availability, Security, and Privacy.! Click to read more!
Over $1 Trillion in Assets on our Platform! WEBINAR: CMOBILITY (BE MOBILE)! Can you access fully integrated information anywhere? Check out your options at our webinar: Tues., June 17th at 10am PST / 1pm EST.! Click to register!
NEXT GENERATION AGGREGATION: MASTERING THE MASH-UP! Only a true, multi-tenant cloud platform has the ability to employ the rapid prototyping required to take advantage of the creative range made possible by mash-ups.! Click to read more!
CLICK “LIKE”! If you are tired of expensive, painful upgrades to enterprise software with little or no return on investment, click “Like” and then call InvestCloud.! Click to request info!
Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | May 7th, 2014!
MAD MEN, MONOLITHS, AND THE MAGIC AND MULTI-TENANCY! Asset Managers are getting smart about cloud services. Concerns about pulling the plug on the local server are being replaced by discussions about product road maps and shared resources.! Click to read more!
Over 100,000 Users on our Cloud! WEBINAR: CMOBILITY (BE MOBILE)! Offer the branded tablet and phone viewing options that clients now expect. Check out your options at our webinar: Tues., June 17th at 10am PST / 1pm EST.! Click to register!
THE CLOUD IS KILLING ENTERPRISE SOFTWARE! North America is projected to be the largest region in the cloud services market, accounting for 59% of all new spending on cloud services from 2013 – 2016.! Click to read more!
READ: “AUSTRALIAN BILLIONAIRE LEAVES BULK OF $3.2 BILLION FORTUNE TO CHARITY” BY DAN ALEXANDER! Paul Ramsay, the eighth richest person in Australia, died at 78, and left most of his wealth to charity.! Click to read!
Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | April 30th, 2014!
BETTER BLOGGING: 4 KEY CONTENT TYPES YOU NEED TO BE USING! Recent surveys report that 85% of participants think blogging helps establish a firm’s credibility.! Click to read more!
Largest Provider of Financial Services Websites.! WEBINAR: CCOMPANION! Can you access a holistic view of your firm’s assets, revenue, and activity? You can with InvestCloud’s cCompanion Reporting App. Tues, May 6th at 10am PST/1pm EST. ! Click to register!
IS YOUR BIG DATA ALL IN ONE PLACE?! InvestCloud’s world leading platform provides asset managers an in-memory database for firm’s Big Data storage, and a cloud-based portal enabling a complete and transparent view into their world – anywhere, any time, and with any device.! Click to register!
READ: “DOES MONEY MAKE YOU MEAN?” BY PAUL PIFF! You’ll be amazed what a rigged Monopoly game can reveal about you.! Click to read!
Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | April 16th, 2014!
5 RULES FOR MANAGER WEBSITE WRITING! The key transforming dry, longform financial content into engaging, easy to digest messaging that works on the web.! Click to read more!
It’s Evolution, not Revolution.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much, much more!! Click to register now!
WEBINAR: CCOMPANION ! Are you or your teams able to track a client’s online activity to react to their thinking? You can with InvestCloud’s cCompanion Reporting App. ! Tuesday, May 6th at 10am PST/1pm EST.! Click to register!
READ: “EASTER HOLIDAYS: 101 THINGS FOR KIDS TO DO OUTSIDE, YES REALLY” BY BEVERLY TURNER! A little mess, mud and the great outdoors for the upcoming long weekend.! Click for ideas!
Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | April 9th, 2014!
LEVERAGING RSS TO MASTER THE CONTENT CHALLENGE! How do you communicate to your existing and prospective clients that your firm is connected to what’s going on?! Click to read more!
Be Different. Be Custom.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much, much more!! Click to register now!
WEBINAR: CCOMPANION ! Would you like up-to-the-minute client insight? InvestCloud’s cCompanion gives you an integrated view of client holdings and site activity as well as linked current news. Tuesday, May 6th at 10am PST/1pm EST.! Click to register!
WATCH: “THE CURLY FRY CONDUNDRUM: WHY SOCIAL MEDIA “LIKES” SAY MORE THAN YOU MIGHT THINK” BY JENNIFER GOLDBECK! Director of the Human-Computer Interaction Lab at University of Maryland studies how people use social media.! Click to watch! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | March 26th, 2014!
CLOUDONOMICS 2014: FINANCIAL SERVICES ADOPTION ACCELERATES! CIOs report that clients are asking for similar functionality from their money managers to the apps and web services they are using in their personal lives. ! Click to read more!
New Think. Cloud Think.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much, much more!! Click to register now!
WEBINAR: CREPORTING (DOCUMENT & DATA DRIVEN)! See how InvestCloud provides powerful, consolidated reporting from your current portfolio accounting system. Tuesday, April 8th at 10am PST/1pm EST.! Click to register!
READ: “THE CLOUD IS KILLING ENTERPRISE SOFTWARE” BY JONATHAN BENTLEY! 1) Higher grade security; 2) Reduced licensing costs; 3) Increased operating flexibility, 4) Lowercost maintenance; and 5) Easier administration.! Click to read! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | March 20th, 2014!
INVESTCLOUD: THE KEY TO POWER BLOGGING.! Structuring a firm’s blog as a Content Curation process enables the firm’s thought leader to quickly produce consistent, current, and relevant content to the firm’s clients.! Click to read more!
Unleash Your Data Potential.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much, much more!! Click to register now!
WEBINAR: CREPORTING (DOCUMENT & DATA DRIVEN)! See how InvestCloud provides powerful, consolidated reporting from your current portfolio accounting system. Tuesday, April 8th at 10am PST/1pm EST.! Click to register!
READ: “TOP 10 FAMILY SPRING BREAK VACATIONS” BY JENNIFER PLUM AUVIL ON THE TRAVEL CHANNEL.! Are you geared up for a break? This pick list provides a variety of locations, weather, and types of holidays for any family to enjoy. ! Click to read! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | March 10th, 2014!
INVESTCLOUD’S COMPLIANCE APPLETS! Investment Managers and Asset Services Compliance Departments now have the ability to monitor, analyze, and ensure adherence to investment policies. All in one place, integrated with investment data, security master, and organizational controls containing a full audit trial.! Click to request a demo!
Unleash Your Data Potential.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much, much more!! Click to register now!
WEBINAR: CREPORTING (DOCUMENT & DATA DRIVEN)! Can your clients get their reports and updates when and how they want them? Are you ready to offer clients full transparency? Attend our 30-minute webinar to see InvestCloud’s Document and Data driven reporting applets. Tuesday, April 8th at 10am PST/1pm EST.! Click to register!
READ: “HELVETICA AND THE ART OF FINANCIAL WEB DESIGN! Last week, Mike Parker died at age 84. In the world of design, he was a master. And his most famous work was the development of a humble yet timeless font.” Click to read! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | March 6th, 2014!
KEY FACTORS DRIVING DAILY TRANSPARENCY! Today, asset managers wanting to remain competitive must provide more frequent (than quarterly) and more information driven reporting than ever before.! Click to read more!
All in One Place.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much much more!! Click to register now!
WEBINAR: CREPORTING (DOCUMENT & DATA DRIVEN)! Can your clients get their reports and updates when and how they want them? Are you ready to offer clients full transparency? Attend our 30-minute webinar to see InvestCloud’s Document and Data driven reporting applets. Tuesday, April 8th at 10am PST/1pm EST.! Click to register!
WATCH: “ARE YOU A ROLEX OR A PATEK?” BY ANASTASIA ANASHKINA, CNNMONEY ! What your time piece says, or does not say, about you. ! Click to watch!
Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | February 25th, 2014!
WEBINAR: WEB SITES! TUES, MAR 4 @ 10AM PST: ! Attend our 30-minute webinar to see what, how, and why InvestCloud - the largest provider of web sites in the Securities Industry - can improve your company’s image.! Click to sign up!
Be Different. Be Custom.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much much more!! Click to register now!
STARVING THE TROLL OF CHANGE CONTROL! Take a look at the nemesis that often spoils and derails technology projects, the “troll” of change control. At InvestCloud, we have built a completely new approach that starves the troll.! Click to read more!
WATCH: “6 INSANELY POPULAR TED TALKS TO MAKE 2014 THE BEST YEAR OF YOUR LIFE” ! These past talks were selected because they inspired engagement from the community and each one provides insight for getting the most out of 2014.! Click to watch! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | February 18th, 2014!
GOT MOBILITY?! With cMobility, InvestCloud offers managers and advisors a way to delivery fully consolidated, datadriven reporting that: 1) does not require changing portfolio accounting systems; and 2) is specifically branded to their firm.! Click to read more!
Over 100,000 Users on our Cloud.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much much more!! Click to register now!
WEBINAR [TUES., MAR 4 @ 10AM PST]: INVESTCLOUD WEB SITES! Attend our 30-minute webinar to see what, how, and why InvestCloud, the largest provider of web sites in the Securities Industry, can improve your company’s image.! TH
Click to sign up!
READ: “THE PRESIDENT’S DAY QUIZ” ! How good is your knowledge?! Click to take the quiz!
Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | February 4th, 2014!
WHAT’S IN YOUR VIDEO?! InvestCloud’s cScoring process drills into using videos to enhance your firm’s web site, including who should do them and who shouldn’t, and what should they be saying…! Click to read more!
Be Different. Be Custom.! CLIENTS – REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much much more!! Click to register now!
QUIZ: ARE YOU OLD THINK?! A cheeky little quiz topped with a dose of mild therapy.! See how your firm stacks up to test. ! Click to take the quiz!
READ & WATCH: “VALENTINE’S DAY” BY HISTORY.COM ! Every year in February, candy, gifts, and flowers are exchanged in the celebration of the romantic day known as “Valentine’s Day”. But, who is this mysterious Valentine? ! Click to read and watch! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | January 28th, 2014!
STRATEGIC WEBSITE DESIGN – CLIENT DOCUMENT AND DATADRIVEN REPORTING! InvestCloud’s cScoring process drills into two elements that are the most important tools for servicing existing relationships and giving them a reason to visit your site.! Click to read more!
Old Think. New Think. Cloud Think.! BLOG: ACCOUNTING AND DATA WAREHOUSING: COMMON MISCONCEPTION! There is a common misconception between the need to “update your accounting engine” and “create a holistic investment platform”. Click to read more!
CLIENTS - REGISTER NOW: INVESTCLOUD 2014 USER CONFERENCE MAY 14 – 16TH! Attend this year’s 3-day conference to learn more about Applets, Analytics, Performance, Billing, Websites, Mobility, Client Reporting, and much much more!! Click to register now!
WATCH: “NEVER, EVER GIVE UP” BY DIANE NYAD! This inspiring video of a record-setting long-distance swimmer who overcame pitch-black nights, jellyfish stings, and choking on salt water to complete the 100-mile swim from Cuba to Florida – at age 64.! Click to watch! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | January 16th, 2014!
STRATEGIC WEBSITE DESIGN – LEVERAGING YOUR MOST CRITICAL MARKETING ASSET! InvestCloud digs deeper into each of 10 areas of our cScore analysis. This week we focus on Navigation & SEO.! Click to read more!
Over 100,000 users on our cloud.! BLOG: INVESTCLOUD CLIENT PORTALS ! Our industry is so ingrained with the “one-report-fits-all” mindset, that the notion of reports that vary by client interest, need, or product type is difficult to see. InvestCloud’s applet-based delivery offers a more flexible approach to application licensing, as well as more options of applets in reporting design and customization. Click to read more!
DEMO: INVESTCLOUD’S CSCORE ANALYSIS! Clients visit your web site more than your office. How does your web site stack up? Request a cScore analysis on your firm’s site – it’s free. ! Click to request an analysis!
WATCH: “HOW TO BUILD AN INFORMATION TIME MACHINE” BY FREDERICK KAPLAN! Kaplan explores combining technology of today with information of the past (think Facebook in the Middle Ages or Google Maps from 1900).! Click to watch! Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.
www.investcloud.com!
NEWTHINK | December 3rd, 2013!
STRATEGIC WEBSITE DESIGN – LEVERAGING YOUR MOST CRITICAL MARKETING ASSET! InvestCloud digs deeper into each of 10 areas of our cScore analysis. This week we focus on Dynamic Content and Blogging.! Click to read more!
Over 100,000 users on our cloud.! BLOG: THE THREE “C’S” OF DAILY REPORTING! 1. The consolidation of assets; 2) The contest of class groupings and comparative performance; and 3) The customization of client views. These factors that were part of paper-based periodic reporting become even more important when moving to daily reporting.! Click to read more!
DEMO: INVESTCLOUD’S CSCORE ANALYSIS! Clients visit your web site more than your office. How does your web site stack up? Request a cScore analysis on your firm’s site. ! Click to request an analysis!
READ: “HOLIDAY CELEBRATIONS AROUND THE WORLD” BY ROBIN EPSTEIN! Rituals from around the world you can use to that special something to your season. ! Click to read!
Use of any copyright no1ce does not imply unrestricted public access to any part of this document. Trademarks are acknowledged as the property of their righ;ul owner. 2010 InvestCloud LLC, All Rights Reserved.