Not long ago, client reporting was viewed as mainly a regulatory requirement. Today, leading investment advisors are looking for ways to strengthen client relationships with reporting that provides a superior client experience.
Join Aite-Novarica Group Strategic Advisor Wally Okby, Addepar Head of RIA Client Engagement and Success Management Rob Sheahan, Addepar Product Marketing Manager Matt Saunders, and Wealthmanagement.com Editor-in-Chief and Executive Director of Content and User Engagement David Armstrong as they explore the evolution and future of client reporting across the industry. Webinar topics include:
- Why reporting should seamlessly aggregate data from multiple sources in a cohesive way
- Why customization is key to supporting different client demographics and generations
- How effective reporting can enable asset retention and generate new business
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits are available.