Celent Securities & Investments Webinar: Client Reporting Tools Update

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15 November 2012
Virtual Event, Virtual Event

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Over the past 18 months, wealth managers have increased their budgets for client reporting tools. Despite several vendor acquisitions, the client reporting tools vendor landscape remains very crowded.

Join Celent Analyst Alexander Camargo as he examines major business and technology trends and developments in the client reporting tools space over the past 18-24 months. This webinar will identify prominent vendors and their target markets and will describe major strategic initiatives and functionality enhancements. Learn about client reporting adoption patterns and challenges among different types of wealth managers.

This presentation draws on findings from the report Client Reporting Tools Update 2012: An Overview of the North American Market.

This event is free to attend for Celent clients, flex-plan clients, and the media. Non-clients can attend for a fee of US$195. If you are unsure of your client status, please contact Andrew Renzella at or at +1.617.262.3124.

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Event details

Geographic Focus
North America