Client reporting and the future of wealth management

A whitepaper published jointly by Avaloq and Assentis

This whitepaper 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.

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