Sales Cloud Implementation for Asset and Alternative Asset Manager
Sales Cloud Implementation for Asset and Alternative Asset Manager
3 Pagessales@cloudcreations.com (800) 951-7651 Case Study Sales Cloud Implementation for Asset and Alternative Asset Manager Based out of La Jolla, CA AlphaCore employs an innovative asset allocation philosophy to stocks, bonds, and real estate because they believe that alternative investments should also be incorporated to portfolios for diversity. AlphaCore’s understanding that today’s markets have become more correlated and with more recent moves in equities along with interest rates being exhausted; they add alternative investments in a prudent manner that can help to provide proper diversification for decades to come in a customized fashion based upon their client’s individual liquidity, volatility and return targets. Alpha Core had acquired another investment business like
