3 Best Practices From Leading Client Portals

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Onawa Promise Lacewell, PhD

Director, Consulting

Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.

Recent research assignments and publications include the following:

Behind the Login of Wealth Management Client Portals
Benchmarking of Value-Added Services for UHNW clients
The Rising Popularity of Family Offices
AI Throughout the Wealth Management Lifecycle
UHNW Benchmarking

At Cutter, we work with with asset and wealth managers of all sizes in all different stages of enhancing their client experience. Here's what we've learned firsthand about best practices in client portals.

Learn more at Client Portal Assessment.

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Oct 06, 2025 Vendor View: Evolving the Wealth and Asset Management Service Model Sponsored Video In a rapidly shifting landscape where client expectations are shaped by digital convenience and personalized service, wealth and asset management firms face a critical question: how do we deliver exceptional service across an increasingly diverse client base? The answer lies in embracing hybrid service models that combine the human touch with digital flexibility. This webinar will explore how leading firms are rethinking service delivery to accommodate generational differences, evolving communication preferences, and the need for operational efficiency. Participants will gain insight into how to craft a hybrid model that not only improves client experience but also scales sustainably. We'll discuss practical examples of how hybrid delivery, ranging from high-touch human service to low-touch self-service, can be orchestrated through thoughtful workflow design, role specialization, and strategic use of technology.Forget the binary of self-service versus high-touch humans. The future is a spectrum, and success depends on how well firms adapt their service models to meet clients where they are.Key Takeaways: Why hybrid service is the future: Understand the shifting expectations of different client segments and why a one-size-fits-all model no longer works.Human + Tech = Scalable Personalization: Learn how firms can pair human expertise with digital tools to create tailored client journeys without overwhelming operational capacity.Meeting clients where they are: Explore strategies to align service models with generational preferences, from digital-native Gen Z to high-touch baby boomers.Operational readiness: Discover what infrastructure, workflows, and staffing strategies support a flexible hybrid model from onboarding through ongoing servicing.Real-world examples: See how innovative firms are designing service tiers and communication options to deepen relationships while improving efficiency. Jul 15, 2024 Elevating Client Communications: Proven Strategies for Commentary Excellence Article What are best practices for client reporting commentary? And how do you optimize the timing of the commentary and figure out whos best suited to do the writing at your firm?