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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!
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