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 us as we explore the evolution and future of client reporting across the industry with experts from AITE-Novatica and Addepar.
In this webinar, we’ll explore:
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.
Sponsored by
Wally Okby Strategic Advisor Aite-Novarica Group
Rob Sheahan Head of RIA Client Engagement and Success Management Addepar
Matt Saunders – Moderator Product Marketing Manager Addepar
David Armstrong – Host Editor-in-Chief and Executive Director of Content and User Engagement WealthManagement.com
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Matt Saunders – Moderator
