CutterCast: Optimizing the Client Reporting Function
May 30 Thu · 2019 10:30am - 11:30am EDT
Where:

Virtual

Share This Event
This event has concluded
On This Page

Event 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.

Speakers

Cutter

Philip Orlando, CFA

Director

Cindy Sealey, CFA

Principal – Practice Lead, Client Facing

Mary Storrs

Principal – Head of Strategy

Andy Ziegler

Director

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.