Sep 15, 2022

In this research, we discuss current industry trends and assess the leading vended client reporting and communications systems for wealth managers.

Today's market conditions continue to put pressure on wealth managers to produce robust and customized client reports on both a scheduled and ad hoc basis. Client expectations for portfolio transparency, aggregated household reviews, and increased demand for digital tools are driving wealth firms to demonstrate ever-greater flexibility and responsiveness in their client reporting and communications functions.

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