While the banking and wealth worlds are adopting portals, this trend has been slower to catch on in the institutional world. In this CutterCast, we discuss where institutional firms are today and where the future of portals is headed.
Video
Dec 03, 2021
CutterCast: Portals - The Art of the Possible
Content
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Additional insights on
Distribution
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.
Dec 18, 2024
Client Presentation Tool Implementation
Case Study
See how Cutter helped an investment advisor conduct a vendor search and selection and then complete the implementation for a system to streamline marketing and client presentation workflows.
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