Client Reporting in Wealth Management: A Vendor Review
Report Summary
Client Reporting in Wealth Management: A Vendor Review
Myriad vendor solutions enable firms to address their own unique reporting requirements.
Boston, August 28, 2014 – Despite the strong performance of the U.S. equities market in recent years, financial advisors are putting a premium on client engagement to help assuage fears of another market meltdown. A big factor in improving client engagement involves client reporting, especially the ability to provide investors with a single report that consolidates client assets across a household and multiple investment platforms and provides portfolio performance. How will wealth management firms seeking to provide consolidated client reporting or upgrade their current reporting platform find the technology solution that is the best fit?
This Impact Report, based on interviews with vendors, examines the landscape for client reporting solutions within wealth management and details 17 vendors offering client reporting solutions. This report is part of a series on client reporting—find the first here.
This 72-page Impact Report contains 40 figures and 19 tables. Clients of Aite Group's Wealth Management service can download this report.