Learn how this asset manager improved client engagement and fund marketing by: 


  • Utilizing WebVision client portal to automate communication and engage clients, advisors, consultants and distributors with targeted documents, educational materials and videos.

  • Building and leveraging their firm's reputation by incorporating powerful branding elements, providing detailed information on their portfolio managers and products' strengths, and engaging clients and prospects with thoughtful content. 

  • Seamlessly posting daily, MTD, YTD and ITD fund returns for website visitors.

  • Using WebVisions built in reporting to gain insight into which of their funds, articles and other pieces of content attract the most interest.