Improving client reporting capabilities is near the top of many wealth management firms’ to-do lists, and if it’s not, according to two recent reports by market research firm Aite Group, it should be. The new reports “Client Reporting in Wealth Management: An Advisor Perspective” and “Client Reporting in Wealth Management: A Vendor Review,” indicate that… Read More >>
Aite: Client Reporting Needs a Refresh
Client reporting platforms need to change along with the trends in the securities industry by providing “more extensive, in-depth, flexible and reliable” reports, according to findings from market research firm Aite Group. The report, “Stand-Alone Client Reporting Platforms for the Institutional Market: Beyond the Basics,” says customized and high-quality client reporting has become more important… Read More >>
Digitization and the Web Help Advance Client Reporting
Client reporting, the essential deliverable from performance measurement infrastructures and practices, is evolving as revealed by the questions on the table at a recent panel discussion part of Performance Measurement New York, a one-day event for professionals, held in midtown Manhattan. Of course, definitive answers to the questions weren’t necessarily expected from a single session,… Read More >>
