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
