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CutterCast

May 30, 2019 10:30 AM - 11:30 AM ET    Online

Optimizing the Client Reporting Function: Best Practices from CutterConsulting

SUMMARY

SUMMARY

Choosing and implementing a client reporting tool can take a lot of time and effort for an investment manager. So once it's installed, firms need to make sure the system is working at optimal levels. This CutterCast includes advice from CutterConsulting on how to keep client reporting running smoothly, including best practices for managing new requests, adding new materials to production, maintaining components and templates, training staff, and engaging with the reporting system vendor.