Feb 14, 2025
The client portal trusted by the world's leading organizations. Discover how Moxo’s secure, branded client portal streamlines onboarding, do
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The client portal trusted by the world's leading organizations. Discover how Moxo’s secure, branded client portal streamlines onboarding, do
New Post has been published on Great Lakes Tech Services
New Post has been published on https://www.greatlakests.com/client-portal-is-live/
Client Portal is Live
Our client portal is live! It has been phased in over the last few weeks. This will let you see your invoices, your invoice history, make payments, AND submit tickets!
If you want more than one person to have access to the system, just let us know who, and their email addresses. Whether access is given to one or several users at your firm, the following procedure is the same for each user.
If you’re an existing client, I set up your account and send you an invitation. When you accept the invitation, you are prompted to set a password and (of course) 2FA (short for two-factor authentication).
Once you have an account, it’s easy to use the portal. Go to https://www.GreatLakesTS.com and at the top-right, click “Client Portal”. Log in with your email address and password, and complete the two-factor authentication.
Once logged in, you can see invoice history and outstanding invoices. You can also pay using ACH or credit card. Note that you can set up recurring payments if you like, so you don’t have to do it manually. Soon, your invoices will have a “Pay now” link on them as well, for one-time payments.
On the menu bar, if you click Service, then click Tickets, you will be taken to a list of your open tickets. You can also see your ticket history. Creating a ticket is the preferred way to request service. Individual phone calls, text messages, and e-mails are too easily lost in the shuffle. When you submit a ticket using the portal, it doesn’t go away until the ticket is closed.
This should greatly improve communication and tracking of issues to your satisfaction.
_____________________
We welcome your comments, questions and suggestions. Please contact us with questions. Best to call, email or visit our site – or to use the Client Poral – for best response. We do invite you to engage with us on social media (just not for immediate needs).
As always, if you like, you will find us on the following social media sites, among many others: Facebook LinkedIn Twitter
Have you ever considered using a secure client portal at your law firm? If not, then surely you should take that into your law practice soon. With so much to deliver, the client portal is the new element that clients […]
Know why it is important for law firms to use a secure client portal
New Post has been published on Great Lakes Tech Services
New Post has been published on https://www.greatlakests.com/client-portal-is-live/
Client Portal is Live
Our client portal is live! It has been phased in over the last few weeks. This will let you see your invoices, your invoice history, make payments, AND submit tickets!
If you want more than one person to have access to the system, just let us know who, and their email addresses. Whether access is given to one or several users at your firm, the following procedure is the same for each user.
If you’re an existing client, I set up your account and send you an invitation. When you accept the invitation, you are prompted to set a password and (of course) 2FA (short for two-factor authentication).
Once you have an account, it’s easy to use the portal. Go to https://www.GreatLakesTS.com and at the top-right, click “Client Portal”. Log in with your email address and password, and complete the two-factor authentication.
Once logged in, you can see invoice history and outstanding invoices. You can also pay using ACH or credit card. Note that you can set up recurring payments if you like, so you don’t have to do it manually. Soon, your invoices will have a “Pay now” link on them as well, for one-time payments.
On the menu bar, if you click Service, then click Tickets, you will be taken to a list of your open tickets. You can also see your ticket history. Creating a ticket is the preferred way to request service. Individual phone calls, text messages, and e-mails are too easily lost in the shuffle. When you submit a ticket using the portal, it doesn’t go away until the ticket is closed.
This should greatly improve communication and tracking of issues to your satisfaction.
_____________________
We welcome your comments, questions and suggestions. Please contact us with questions. Best to call, email or visit our site – or to use the Client Poral – for best response. We do invite you to engage with us on social media (just not for immediate needs).
As always, if you like, you will find us on the following social media sites, among many others: Facebook LinkedIn Twitter
Ultimate Private Member Portal
Ultimate Private Member Portal
Ultimate Private Member Portal<a class="prixcodecanyon" Prix : <a class="prix" Prix : 25$ et <a class="ventes" Prix : 11 ventes Ultimate Private Member Portal provides the ability to share private content with individual users. Single private page is used for administrators to share private content for each user and protect them from other users. This plugin provides private discussions, private…
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InvestCloud to launch London FinTech incubator
Deputy Mayor of London for Business, Rajesh Agrawal, praises commitment to share technological expertise
Los Angeles and London – June 28, 2017 – InvestCloud Inc., a global FinTech firm, is set to launch a financial technology incubator and accelerator at its European headquarters in Soho, London. InvestCloud Innovation Center London will offer both new startups and established financial firms the ability to quickly deliver digital wealth management solutions supported by the InvestCloud digital platform.
Deputy Mayor of London for Business, Rajesh Agrawal, has praised the move by InvestCloud to establish its latest financial technology incubator in London. The Mayor’s business chief spoke at Innovate to the future – a view from London, an event jointly hosted by the British-American Business Council Los Angeles and InvestCloud on Friday, June 23 in InvestCloud’s Los Angeles Innovation Center. At the event, Agrawal highlighted the global FinTech firm’s commitment to innovation and financial mobility.
Rajesh Agrawal, Deputy Mayor for Business, said: “InvestCloud’s decision to launch a FinTech incubator and accelerator in the heart of our great city is further evidence that London is open for business and innovation. As a FinTech entrepreneur, I know from experience London is the ideal location to grow a start-up, with an unrivalled talent pool and a time zone which overlaps with other financial centres, among many other advantages. That is the message I took on my trade mission to the West Coast of the US last week and I’m delighted that companies like InvestCloud continue to invest in London and recognise our city as a global business powerhouse.”
InvestCloud was established by British entrepreneur John Wise in a Los Angeles garage in 2010. Wise had previously founded successful businesses including Synergo Technology and Netik in both the UK and the US. In the space of seven years, InvestCloud has won 670 clients across the globe, and now supports $1.7 trillion of assets on its digital platform for wealth mangers and financial institutions. The company specializes in digital modular apps including client portals, advisor portals, client communication, and client reporting.
John Wise, co-founder and CEO of InvestCloud, said: “InvestCloud is a global business, and we have a commitment to creatively drive innovation and encourage financial mobility worldwide. This commitment is the reason behind our rapid success not just in the US, but also in London, across Europe and increasingly in broader EMEA and APAC. The London Innovation Center is a perfect example of this. By sharing our technology and expertise with financial institutions and startups in the UK, and London specifically, we can help them deliver the digital platforms their clients want.
“It’s no secret that the financial services industry is behind the curve when it comes to digital. Many projects cost millions only to be scrapped, and the failure rates for startups are incredibly high. InvestCloud’s Innovation Centers ensure success for these projects – allowing teams to innovate and ideate quickly, drawing on the experience of the Innovation Center team and the wealth of capability within the InvestCloud digital modular app library.”
The London InvestCloud Innovation Center will follow the blueprint of the firm’s first technology accelerator at its Los Angeles headquarters. The Los Angeles space enables teams from banks, wealth managers and early-stage FinTech startups to undertake ‘residences’ to accelerate the development of new digital solutions and digital platforms. To demonstrate progress, participating businesses will ‘show and tell’ their work on a weekly basis, ensuring success in a defined timeframe.
Innovation Center members have access to their own InvestCloud Sandbox. This includes access to the 200+ InvestCloud digital modular Apps (including client portals, advisor portals, client communication, and client reporting), over 2,000 APIs, integrated market data, news, financial and accounting data, a document repository and InvestCloud’s unique method of development. The Sandbox also provides members with InvestCloud mentors offering guidance on funding, design, build, sales and marketing, distribution and production support. Firms working at the Innovation Center can create sub-teams from their own organization, or use InvestCloud’s staff and external partners. Those using the Innovation Center will be able to use InvestCloud’s Programs Writing Programs (PWP) to self-generate lines of code and its Digital Warehouse technology to provide real-time insight and information.
Will Bailey, Head of Europe and Innovation, said: “Our dedication to innovation is the reason behind our rapid expansion in Europe, picking up landmark clients from wealth managers such as MASECO, to robo-advisors including Nutmeg. By sharing our expertise, the London InvestCloud Innovation Center means financial institutions can fulfill the needs of their clients. It gives startups the best chance to rapidly take creative ideas and launch them to market. It ensures success.”
InvestCloud is now accepting applications for firms to enter the 9,302-square-foot Innovation Center for its Summer 2017 opening.
About InvestCloud Inc.
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Some of these apps include client portals, advisor portals, client communication, and client reporting. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.
For more information, visit www.investcloud.com.
InvestCloud to launch London FinTech incubator
Deputy Mayor of London for Business, Rajesh Agrawal, praises commitment to share technological expertise
Los Angeles and London – June 28, 2017 – InvestCloud Inc., a global FinTech firm, is set to launch a financial technology incubator and accelerator at its European headquarters in Soho, London. InvestCloud Innovation Center London will offer both new startups and established financial firms the ability to quickly deliver digital wealth management solutions supported by the InvestCloud digital platform.
Deputy Mayor of London for Business, Rajesh Agrawal, has praised the move by InvestCloud to establish its latest financial technology incubator in London. The Mayor’s business chief spoke at Innovate to the future – a view from London, an event jointly hosted by the British-American Business Council Los Angeles and InvestCloud on Friday, June 23 in InvestCloud’s Los Angeles Innovation Center. At the event, Agrawal highlighted the global FinTech firm’s commitment to innovation and financial mobility.
Rajesh Agrawal, Deputy Mayor for Business, said: “InvestCloud’s decision to launch a FinTech incubator and accelerator in the heart of our great city is further evidence that London is open for business and innovation. As a FinTech entrepreneur, I know from experience London is the ideal location to grow a start-up, with an unrivalled talent pool and a time zone which overlaps with other financial centres, among many other advantages. That is the message I took on my trade mission to the West Coast of the US last week and I’m delighted that companies like InvestCloud continue to invest in London and recognise our city as a global business powerhouse.”
InvestCloud was established by British entrepreneur John Wise in a Los Angeles garage in 2010. Wise had previously founded successful businesses including Synergo Technology and Netik in both the UK and the US. In the space of seven years, InvestCloud has won 670 clients across the globe, and now supports $1.7 trillion of assets on its digital platform for wealth mangers and financial institutions. The company specializes in digital modular apps including client portals, advisor portals, client communication, and client reporting.
John Wise, co-founder and CEO of InvestCloud, said: “InvestCloud is a global business, and we have a commitment to creatively drive innovation and encourage financial mobility worldwide. This commitment is the reason behind our rapid success not just in the US, but also in London, across Europe and increasingly in broader EMEA and APAC. The London Innovation Center is a perfect example of this. By sharing our technology and expertise with financial institutions and startups in the UK, and London specifically, we can help them deliver the digital platforms their clients want.
“It’s no secret that the financial services industry is behind the curve when it comes to digital. Many projects cost millions only to be scrapped, and the failure rates for startups are incredibly high. InvestCloud’s Innovation Centers ensure success for these projects – allowing teams to innovate and ideate quickly, drawing on the experience of the Innovation Center team and the wealth of capability within the InvestCloud digital modular app library.”
The London InvestCloud Innovation Center will follow the blueprint of the firm’s first technology accelerator at its Los Angeles headquarters. The Los Angeles space enables teams from banks, wealth managers and early-stage FinTech startups to undertake ‘residences’ to accelerate the development of new digital solutions and digital platforms. To demonstrate progress, participating businesses will ‘show and tell’ their work on a weekly basis, ensuring success in a defined timeframe.
Innovation Center members have access to their own InvestCloud Sandbox. This includes access to the 200+ InvestCloud digital modular Apps (including client portals, advisor portals, client communication, and client reporting), over 2,000 APIs, integrated market data, news, financial and accounting data, a document repository and InvestCloud’s unique method of development. The Sandbox also provides members with InvestCloud mentors offering guidance on funding, design, build, sales and marketing, distribution and production support. Firms working at the Innovation Center can create sub-teams from their own organization, or use InvestCloud’s staff and external partners. Those using the Innovation Center will be able to use InvestCloud’s Programs Writing Programs (PWP) to self-generate lines of code and its Digital Warehouse technology to provide real-time insight and information.
Will Bailey, Head of Europe and Innovation, said: “Our dedication to innovation is the reason behind our rapid expansion in Europe, picking up landmark clients from wealth managers such as MASECO, to robo-advisors including Nutmeg. By sharing our expertise, the London InvestCloud Innovation Center means financial institutions can fulfill the needs of their clients. It gives startups the best chance to rapidly take creative ideas and launch them to market. It ensures success.”
InvestCloud is now accepting applications for firms to enter the 9,302-square-foot Innovation Center for its Summer 2017 opening.
About InvestCloud Inc.
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Some of these apps include client portals, advisor portals, client communication, and client reporting. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.
For more information, visit www.investcloud.com.
InvestCloud to launch London FinTech incubator
Deputy Mayor of London for Business, Rajesh Agrawal, praises commitment to share technological expertise
Los Angeles and London – June 28, 2017 – InvestCloud Inc., a global FinTech firm, is set to launch a financial technology incubator and accelerator at its European headquarters in Soho, London. InvestCloud Innovation Center London will offer both new startups and established financial firms the ability to quickly deliver digital wealth management solutions supported by the InvestCloud digital platform.
Deputy Mayor of London for Business, Rajesh Agrawal, has praised the move by InvestCloud to establish its latest financial technology incubator in London. The Mayor’s business chief spoke at Innovate to the future – a view from London, an event jointly hosted by the British-American Business Council Los Angeles and InvestCloud on Friday, June 23 in InvestCloud’s Los Angeles Innovation Center. At the event, Agrawal highlighted the global FinTech firm’s commitment to innovation and financial mobility.
Rajesh Agrawal, Deputy Mayor for Business, said: “InvestCloud’s decision to launch a FinTech incubator and accelerator in the heart of our great city is further evidence that London is open for business and innovation. As a FinTech entrepreneur, I know from experience London is the ideal location to grow a start-up, with an unrivalled talent pool and a time zone which overlaps with other financial centres, among many other advantages. That is the message I took on my trade mission to the West Coast of the US last week and I’m delighted that companies like InvestCloud continue to invest in London and recognise our city as a global business powerhouse.”
InvestCloud was established by British entrepreneur John Wise in a Los Angeles garage in 2010. Wise had previously founded successful businesses including Synergo Technology and Netik in both the UK and the US. In the space of seven years, InvestCloud has won 670 clients across the globe, and now supports $1.7 trillion of assets on its digital platform for wealth mangers and financial institutions. The company specializes in digital modular apps including client portals, advisor portals, client communication, and client reporting.
John Wise, co-founder and CEO of InvestCloud, said: “InvestCloud is a global business, and we have a commitment to creatively drive innovation and encourage financial mobility worldwide. This commitment is the reason behind our rapid success not just in the US, but also in London, across Europe and increasingly in broader EMEA and APAC. The London Innovation Center is a perfect example of this. By sharing our technology and expertise with financial institutions and startups in the UK, and London specifically, we can help them deliver the digital platforms their clients want.
“It’s no secret that the financial services industry is behind the curve when it comes to digital. Many projects cost millions only to be scrapped, and the failure rates for startups are incredibly high. InvestCloud’s Innovation Centers ensure success for these projects – allowing teams to innovate and ideate quickly, drawing on the experience of the Innovation Center team and the wealth of capability within the InvestCloud digital modular app library.”
The London InvestCloud Innovation Center will follow the blueprint of the firm’s first technology accelerator at its Los Angeles headquarters. The Los Angeles space enables teams from banks, wealth managers and early-stage FinTech startups to undertake ‘residences’ to accelerate the development of new digital solutions and digital platforms. To demonstrate progress, participating businesses will ‘show and tell’ their work on a weekly basis, ensuring success in a defined timeframe.
Innovation Center members have access to their own InvestCloud Sandbox. This includes access to the 200+ InvestCloud digital modular Apps (including client portals, advisor portals, client communication, and client reporting), over 2,000 APIs, integrated market data, news, financial and accounting data, a document repository and InvestCloud’s unique method of development. The Sandbox also provides members with InvestCloud mentors offering guidance on funding, design, build, sales and marketing, distribution and production support. Firms working at the Innovation Center can create sub-teams from their own organization, or use InvestCloud’s staff and external partners. Those using the Innovation Center will be able to use InvestCloud’s Programs Writing Programs (PWP) to self-generate lines of code and its Digital Warehouse technology to provide real-time insight and information.
Will Bailey, Head of Europe and Innovation, said: “Our dedication to innovation is the reason behind our rapid expansion in Europe, picking up landmark clients from wealth managers such as MASECO, to robo-advisors including Nutmeg. By sharing our expertise, the London InvestCloud Innovation Center means financial institutions can fulfill the needs of their clients. It gives startups the best chance to rapidly take creative ideas and launch them to market. It ensures success.”
InvestCloud is now accepting applications for firms to enter the 9,302-square-foot Innovation Center for its Summer 2017 opening.
About InvestCloud Inc.
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Some of these apps include client portals, advisor portals, client communication, and client reporting. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.
For more information, visit www.investcloud.com.