U.S. Wealth Management Client Reporting: At the Center of the Client Relationship

Client reporting is the most consistent point of contact every wealth management client has with its institution.  

October 11, 2022 – Leading wealth management firms are looking for ways to leverage the client reporting experience to drive emotional responses, support the client-advisor relationship, and do so in ways that support operational efficiency. Client reporting causes and drives emotions for better or for worse—a key reason why client reporting is receiving so much attention from wealth management stakeholders and why client reporting technology vendors are receiving so many investment dollars.

This Impact Report is the first of a three-part series of reports that provide an overview of the wealth management/advisor perspective on client reporting, market trends driving advances in client reporting, and a detailed matrix assessment of client reporting vendors. It is based on six interviews with private client reporting executives at large wealth management firms and reporting technology vendors.

This 17-page Impact Report contains four figures. Clients of Aite-Novarica Group’s Wealth Management service can download this report and the corresponding charts.

This report mentions Bank of America Merrill Lynch and JP Morgan OpenInvest.

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