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

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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.