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


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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.



Philip Orlando, CFA

Senior Director, Consulting

Cindy Castellano, CFA


Mary Storrs

Principal – Head of Business Delivery

Andy Ziegler

Director, Consulting

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