This research provides an overview of challenges asset managers face in creating client reports, especially related to customization, lack of automation, and data quality. It also provides assessments of vendor systems that support client reporting.
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Additional insights on
Distribution
Aug 05, 2024
Cutter Benchmarking 2024 Client Reporting
Report
The results of participating Benchmarking firms' client reporting practices.
Sep 19, 2024
CutterCast: Client Reporting 2024 Benchmarking Survey Results
Video
In this CutterCast, we share key trends and takeaways from our Client Reporting Benchmarking survey.
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