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CutterCast

Feb 15, 2018 10:30 AM - 12:00 PM ET    Online

Custom Client Reports – Is this the New Norm?

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SUMMARY

SUMMARY

CutterResearch members discuss how firms are supporting their clients’ requests for custom reports and access to data on their investments. Panelists share best practices for optimizing standard reports, and managing custom report processes, enabling data access, and their experience with the tools and solution providers they employ for this purpose.