Design Time: How to Cost-Effectively Create Unique Client Experiences with Digital Wealth Reporting Tools

It is often said that customization is key—personalization is paramount. Reporting in wealth management is often the most neglected part of the advisor’s suite of services. Firms routinely consider online reporting and client portals as a digital version of the standard paper-based documents. Not much thought goes into providing a dynamic, intuitive experience that clients expect. Advisors who understand concentrate on the overall client experience rather than price or products, enjoy a significant competitive advantage.

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