Taking care of your investments is a crucial necessity and Investment services help you do that with their offerings. Investment Management is a generic term that most commonly refers to the buying and selling of investments within a portfolio. Investment management can also include banking and budgeting duties, as well as taxes. The term most often refers to portfolio management and the trading of securities to achieve a specific investment objective.

Video marketing is increasingly being used by Investment management providers to market their offering and reach new clientele.

Optimy Investment Management Software Video

Optimy Investment Management software helps organizations and foundations select the most effective action plans, manage all aspects of projects, track the impact of their strategies and report on the program results, therefore making community investment and grant management quicker and more meaningful. The investment management software video shows how with Optimy you can save your time, simplify your recurrent tasks, focus on your key mission and evaluate the impact of all your projects at a glance.

ANALEC ResearchWise Investment Management Video

ANALEC ResearchWise is a next generation investment research platform geared to address the challenges posed by the new realities in the research marketplace with the growing importance of social media. It is one integrated investment research platform right from managing analysts’ estimates and forecasts, feeding report authoring, workflow approval and compliance management, global database of valuation, estimates and industry metrics across coverage. The investment management software video shows how ResearchWise allows your investment research organization to deliver bespoke capabilities to your clients, leveraging interactive tools and capabilities and social media platforms to build greater mind-share in the market.

Addepar Investment Management Video

Addepar is an investment management platform that easily handles all of your assets, connecting your financial goals and objectives with real world actionable insights. By creating one system, one platform that manages all of the critical information for the entire investment community, Addepar has is the ultimate operating system for the financial world. The investment management video shows how Addepar platform is secure, scalable and fast, freeing you up to spend more time on what matters most- investment analysis, building trusted relationships and growing your business.

Smart Pension Investment Management Video

Smart Pension is a workplace pension that takes expertise in investment management, technology and regulation and blends them all together. Their regulated investment professionals have managed billions, while their tech team has helped grow some of the world’s biggest online companies. They use pioneering technology to make getting compliant, on any device, lighting quick. The investment management platform video shows how Smart Pension offers the best workplace pension.

Leonteq Investment Management Video

Leonteq is an independent technology and service provider for investment solutions that operates on three major business divisions-Structured Solutions, Pension Solutions, and Leonteq Partners & Platform Development. Leonteq is vertically integrated and is a leading B-2-B partner for digitisation solutions. They cover the entire value chain of structured investment products from structuring to pricing, documentation, issuance, listing, settlement, risk management, market-making, life-cycle management and distribution.The investment management platform video shows how Leonteq is a leading expert for structured investment products.

Assette Investment management Video

Assette enables institutional asset managers to easily communicate investment results to clients and consultants. It automatically integrate data from multiple sources and effortlessly create professional sales and client documents. Assette also reduces operational, regulatory and reputational risks. The investment management software video shows how Assette offers one stop solutions to improve your business and makes materials look professional and eliminate manual work through automation.

Personal Capital Investment Management Video

Personal Capital is a financial dashboard that helps you keep an eye on your net worth and investments. They offer a unique combination of both innovative tools and registered financial advisors to help you manage your financial life with confidence. You can link all of your external financial accounts and get a comprehensive view of your financial life. Once you have linked your accounts, you can also schedule a free consultation with a Personal Capital Advisor. The investment management platform video shows how their customizable investment management program is designed around your individual circumstances.

FundCount Investment Management Video

FundCount provides integrated accounting and investment analysis software that improves operational efficiency and provides immediate, actionable intelligence to clients around the globe.With all portfolio and partnership accounting activity integrated through a single general ledger and on one platform, investment information is consolidated, accurate and instantly available to share with your clients. The investment management software video shows how FundCount goes beyond the numbers to deliver a complete technology solution backed by the highest level of customer service and support.

Cylapso Investment Management Video

Calypso investment management solution integrates seamlessly with their multi-asset trading and collateral management platform. Calypso is recognized as the industry leader in front-to-back trade processing technology for both derivatives and cash instruments. With Cylapso, you can quickly respond to new regulatory requirements and the resulting market structure changes for listed and OTC derivatives. The investment management software video represents Cylapso as a robust platform that you can leverage in the future for more functionality.

Jemstep Investment Management Video

Jemstep Advisor Pro is an innovative advisor-directed investment management technology that enhances the way financial advisors run their businesses. Our platform allows advisors to prospect for and serve clients more efficiently, and to use the latest digital technology to deliver their valued advice. The investment management platform video shows how Jemstep Advisor Pro integrates seamlessly within an existing business, configured to work hand-in-hand with native systems and workflows to drive practice efficiency and increase enterprise value for financial advisors.

MRI Investment Management Video

MRI’s suite of Investment Management solutions offers a complete platform of asset management and investor reporting solutions for real estate, owners, operators, investment managers, and investors. In one secure, consolidated database and assess your risk and exposure. It manages your investment structure and returns, and provide accurate, up-to-date reporting to your key stakeholders. The investment management video shows how MRI provides better investment performance by enhancing investment relations.

inStream Investment Management Video

inStream helps advisors deliver Efficient & Proactive communications with Timely & Relevant insights into their clients’ financial and investment planning goals and objectives. With an innovative suite of fully integrated financial calculators, inStream automatically updates account values and calculations. It offers collective investment management planning intelligence, and creates a participatory knowledge base.The investment management software video states how inStream is a proactively guide for your clients to better financial planning.

An Investment Management software & platform can create the following videos :

With the above investment management video examples it’s evident that companies are fast integrating videos in their marketing campaigns and various other touchpoints. If you are in the similar domain these videos are good start to build a brief of what can be the tone and style for your videos. We advise you to be different and unique while you create your messaging through the videos.

We at Advids, understand investment management systems & software are continuously evolving and is an emerging segment, with a lot of transformations happening now and many more to follow in future. Lets use the power of videos to get your word out. We will be scanning the web to find more new and interesting investment management software video examples, if you have something to share do reach out to us.

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