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Making Client Reporting the Center of Your Client Experience

Available On Demand

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


Matt Saunders - Moderator
Product Marketing Manager


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




TAGS: Resources