Automation Now: Demand Grows for Better Client Reporting

Isabella Cagnazzo Fonesca, Celent

Client reporting­—hardly the sexiest of topics—has traditionally been neglected by fund managers. Although it has become something of a jaded refrain, the global financial crisis lent fresh impetus to data management projects. As billions were wiped off what were previously considered “safe” investments, the need for investors to closely monitor their portfolios through regular performance updates—and in some cases automated client-reporting portals—assumed new importance. Additionally, as the

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