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What Every Asset Manager Needs to Know for the Best Client Reporting
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What Every Asset Manager Needs to Know for the Best Client Reporting

 Export to Your Calendar 12/11/2020
When: December 11
2:00 PM ET
Where: Zoom details sent upon registration
United States
Contact: Jennifer Litchfield


Online registration is available until: 12/11/2020
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Over the past five years, a number of solutions specializing in client reporting have arisen. Some could argue the list of those offering client portals is even more. 

 

While these are often evaluated on a standalone basis, many firms are taking a more holistic approach – focused not only on the output, but also the quality of the inputs. 

 

This session will focus on how addressing key items with data aggregation and reconciliation can serve as that  bedrock of your client reporting strategy – offering you long term flexibility to support the increasing expectations of clients in this arena.

 

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