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Cutter Wealth

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The wealth management industry continues to go through unprecedented change. Key factors include regulation, fintech innovation, and generational wealth transfer. In addition, wealth managers are under pressure from increasing client demands coupled with their desire for low cost investment strategies. To remain successful, wealth management firms are focusing on delivering the right products while also providing a digital, client-centric experience.


Areas of Focus

Wealth managers know they need to respond rapidly and evolve effectively to meet emerging client demands for a high-touch, goal-oriented, digital experience, while remaining focused on their clients’ long-term financial and life objectives.

Through research and consulting, we help wealth managers make smarter decisions about technology and operations throughout the wealth management lifecycle.

Research Methodology

For 20 years, Cutter Associates has delivered industry-leading research and consulting services to more than 200 of the world’s largest investment managers. Our clients rely on our best-in-class research methodology to make buying decisions, remain competitive, and deliver value to their own clients. Cutter Wealth will apply the same proven methodology to analyze technology, operational challenges, and industry trends, and deliver research with timely insights on topics members have identified as top priorities.

Our comprehensive research reports will provide vendor and technology evaluations, peer benchmarking, and industry perspectives. Our first research report will cover Client Communications.

Our research analysts follow a proven methodology to ensure relevant results based on consistent standards.

Member Interviews – we interview our member community of wealth managers to understand their real-world challenges and issues

Targeted Surveys – we develop member surveys designed to identify industry trends

Vendor RFIs – we issue detailed requests for information to vendors about their products and services

System Demonstrations – we host detailed system demonstrations by solution providers, tailored to the criteria most important to our members

Unbiased Viewpoints – no vendor ever “pays to play” in our research. Our views are not shared outside our member community, and our reports are always unbiased.


Cutter Wealth Factsheet

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Research Library



Client Communications
Nov 15, 2018

This report provides insights into the market and industry dynamics driving innovation in client communications. It also provides evaluations of vendors and software solutions helping wealth managers design, generate, manage, and distribute client communications in keeping with the digital revolution.

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How Wealth Management Firms are Digitizing for the Future
Aug 6, 2018

Digital technology now permeates our everyday lives, and high-net-worth investors expect it to assist them in their financial lives as well. Cutter Wealth share their insights and findings on how wealth firms are transforming their digital footprint for the future.

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Robotic Process Automation (RPA) - Practical Applications in Investment Management
May 31, 2018

CutterResearch members share their experience with Robotic Process Automation (RPA) in their firms. We explore business use cases being supported and considered, and how organizations plan for and manage the bots.

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Custom Client Reports – Is this the New Norm?
Feb 15, 2018

CutterResearch members discuss how firms are supporting their clients’ requests for custom reports and access to data on their investments.

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Pitch Book and Client Presentation Systems
Oct 23, 2017

This research provides an overview of the practices and tools investment managers use to create and manage pitch books and client presentations. It also provides information to help member firms assess available vendor solutions.

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Automating Business Processes
Oct 23, 2017

This report contains the results of Cutter Associates research into Automating Business Processes, it includes an overview of what tasks member firms automate and how, as well as summary details of leading Business Process Management (BPM) and Robotic Process Automation (RPA) vendor products.

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 Tom Phipps

Gina McCafferty

Principal, Head of Wealth Management Research Practice
Gina McCafferty has 30 years of experience in the financial services industry, and she is currently developing a new wealth management research product for Cutter Associates. Gina returned to Cutter in 2017, having served at the company from 1999 to 2011 as principal and managing director of CutterResearch, where she was instrumental in growing that business. Gina was most recently at Investit Ltd., where she served for six years as head of the company’s research service. She previously held senior positions at DST International, where she was responsible for their global accounting and performance measurement products, and at SunGard, where she served as vice president of Client Services for their securities trading products.


Operational Strategies Learn More Networking Events Learn More Operations and Technology Research Learn More Operations Benchmarking Learn More Client Facing Learn More Data Management Learn More Systems Search & Selection Learn More Vendor Services Learn More Implementation Learn More Project Management Learn More Public and Government Funds Learn More