Aug 23, 2022

This scope statement provides a brief description of an upcoming research report topic so you can preview what to expect. It defines what will be included in and excluded from the research and any vendors we expect to cover.

In this research, we assess the leading vended client reporting systems and their capabilities that support the client reporting lifecycle, including data management, report creation (e.g., templates) and distribution, portal functionality, and workflow. We examine client reporting industry trends, including the ability to support an end user digital experience.

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