Client Experience

HOST

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

Monday

4:15 PM ET

1:15 PM PT

Making Client Reporting the Center of Your Client Experience

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

PRESENTER

Wally Okby

Strategic Advisor
Aite-Novarica Group 

PRESENTER

Rob Sheahan

Head of RIA Client Engagement and Success Management
Addepar

MODERATOR

Matt Saunders 

Product Marketing Manager
Addepar