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

Create a vendor selection project & run comparison reports
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.
21 May 2019
Ashley Longabaugh

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.

Subscription required

Access to this content requires a Celent research subscription.

Subscribers should sign in to access this research.

If you are not a subscriber, register now or contact us to find out more about our subscription options.

sign in or sign up to read more

Insight details

Insight Format
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America