Stacia Graham
Head of Research
Stacia Graham brings more than 30 years of experience in investment management as Head of Research at Cutter Associates, where she leads a team of analysts that delivers insights and events to Cutter’s global members.
Stacia joined Cutter in 2018 and, as part of the research team, worked closely with members and vendors to author numerous reports and deliver insights at events on many topics, including client reporting, modern compliance in investment management, investment management platforms, portfolio analytics solutions, asset allocation and total portfolio approach, and research management systems. She brings a deep understanding of end-to-end asset management processes and project management, and has also served as a subject matter expert for targeted engagements in enterprise risk and compliance.
Prior to joining Cutter in 2018, Stacia held various senior roles at Wellington Management Company in compliance, investment administration, and operational risk, including leading the global Investment Guideline Compliance team for eight years.
She earned her bachelor of science in business administration from Bryant University and an MBA from Bentley University.
In this research, we discuss how a well-designed client portal can benefit asset managers and their end clients, in addition to members' current state and challenges with their portals. We explain various client portal capabilities, the types of portal vendors, and evaluate the vendor solutions.
Asset managers can meet their clients' expectations for personalized, relevant, and frequent delivery of information in many ways — and a well-designed portal is chief among them. Digital account information is driven by a need to differentiate, changing demographics with new expectations, and a push to create efficiency. An opportunity exists for asset managers to enhance their clients' portal experience by implementing a solution designed with persona-based use cases that support modern users' needs.
We evaluate client portal solutions from the following vendors: Assette, Clearwater Analytics, FactSet, Kurtosys, Satuit, SimCorp, and Unqork.