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Strategy

Get started with Client Portals 2: Write a brief

How can you create an effective brief for a client portal project? Invessed provide helpful advice in...

Strategy

Client Portal Best practice 3: the Right Data on the Right Device

Remember that your clients are accessing your client portal at home, at the office or on the move.

Strategy

Client Portal Best practice 2: the Right Data at the Right Time

24/7 Client Portal accessibility is a must for Asset and Wealth Managers, to fit seamlessly into their...

Strategy

Client Portal Best practice 1: the Right Data to the Right Person

How can you ensure that every individual sees the right data? Different levels of ownership and access...

Strategy

Could cryptocurrencies hold useful lessons for asset managers?

There are a wide range of opinions on the future of cryptocurrency - but it’s only getting bigger and...

Strategy

How wealth and asset managers can court “young” money

An increasing number of investors don’t fit the traditional mould - being younger, digitally connected...

Strategy

Investors value transparency - how visible are your fees?

Wealth and asset managers must articulate their fees clearly - while investing in delivering an exceptional...

Strategy

Innovation strategy: why adopt an open architecture

When choosing the right technology for software development it’s important to build an unrestricted roadmap,...

Strategy

Embracing visual innovation

Investors receive large amounts of data via multiple digital touchpoints. Advanced Data Visualisation...

Strategy

The Golden Rules for Conversion Optimisation for Fund Managers

3 clever ways how you can improve your fund management website, so that you’re not throwing away new...

Strategy

Podcast: Technology to support client engagement

I recently took part in a podcast on technology and client engagement in Wealth Management. Here are...

Strategy

5 steps to improve your Data under Management

Locate, Protect, Collect, Enrich, Exploit. Optimise your data strategy with our 5-step approach.

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