Client Portal Assessment
Is your client portal cutting-edge or lagging behind?
In a world where we do everything digitally, accessing investment information should be no different. Client portals are already the cornerstone of the wealth management client experience and offer a best-in-class roadmap. Asset managers are striving to catch up, but have reached an overdue tipping point, with the majority now offering their institutional clients a digital portal. If your firm isn’t offering a portal or hasn’t made portal updates in the past two years, you have fallen behind your peers.