Neil Sheehan
Director, Reasearch
Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.
Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.
Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College.
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.