May 22, 2023

Client reporting has been a central part of the client relationship for decades, but changes are afoot. Paper-based delivery models (e.g., PDFs) are giving way to modern digital experiences that can be customized to meet the needs of the asset manager and asset owner. Best-in-class firms are investing in client portals to become the centerpiece of their modern digital client experience. Today’s portals provide new ways to interact with clients ─ from interactive reporting features to digital client servicing, digital client onboarding, and beyond.