Client Reporting: The Shift In Delivery From Low-Value Data To High-Value Information

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
21 May 2019

Client reporting is not new. With the aid of fresh technology, wealth managers have an opportunity to ultimately deliver a better client experience — and what wealth manager wouldn’t want that in today’s environment?

Key research questions

  • What is the definition of client reporting?
  • Why is there a reignited focus on client reporting?
  • How are wealth managers building out their client reporting portals?


This report outlines market demands: client expectations, commercial needs, technological and regulatory hurdles in the portfolio reporting industry, and how some of the key players are responding to these demands. The report concludes with Celent’s considerations of where the client reporting tools market is headed.