In this CutterCast, we share key trends and takeaways from our Client Reporting Benchmarking survey.
Video
Sep 19, 2024
CutterCast: Client Reporting 2024 Benchmarking Survey Results
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Additional insights on
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Jan 30, 2024
2024 Trends, Themes, and Predictions: Strategic and Tactical Client Information Delivery Enhancements Expected
Article
The following blog post is one in a series of Cutter 2024 Trends, Themes, and Predictions that provides insights into industry challenges and considerations for firms in 2024 and beyond.
Dec 09, 2024
Client Portal Solutions
Report
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.
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