Client reporting and the future of wealth management
A report published jointly by Avaloq and Assentis
This report re-examines the drivers behind the need for stronger, more agile and consistent client reporting – and how technology helps to deliver the depth and breadth of reports that today’s wealth management clients want.
Learn more about:
- The structural margin and transformation pressures the wealth management sector is facing
- How four megatrends fuel the democratization of wealth management
- How a high-quality report can significantly improve the advisory customer experience
- How Assentis delivers digitized and personalized client reporting – what every modern wealth manager needs for successful client interactions.
