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Client Reporting: The Shift in Delivery from Low-Value Data to High-Value Information

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4 October 2019
Ashley Longabaugh

Client reporting is not new to the wealth management industry; wealth managers are required to provide portfolio and investment reporting to their clients. With the aid of today’s 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? This webinar will outline market demands: client expectations, commercial needs, technological, and regulatory hurdles on the portfolio reporting industry, and how some of the key players are responding to these demands. The webinar concludes with Celent’s considerations of where the client reporting tools market is headed.

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