FCI Advisors has added InvestCloud to digitize services and engagement for its high-net-worth and institutional clients.
The platform gives clients the ability to interact with their wealth in more ways online. It allows them to monitor allocations, securities and transactions, and to review performance.
The client portal also stores relevant documents and provides news content so clients can access information in one place.
Founded in 1966 and headquartered in Overland Park, Kan., FCI Advisors is a registered investment adviser with more than $8.1 billion in assets under management. It provides financial advice and investment management for institutions and high-net-worth private investors.