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Client Reporting in Wealth Management: Vendors With an Institutional Background

Client Reporting in Wealth Management: Vendors With an Institutional Background

Options are available for wealth management firms considering specialized client reporting systems.

Boston, September 25, 2014 – Financial advisors are putting a premium on client reporting, and while there are many vendor solutions available to wealth management firms, dedicated publishing solutions and dedicated performance measurement solutions—applications that traditionally have been used at institutional asset managers—are also available. But what do solutions with an institutional background have to offer wealth management firms? And how can the vendors offering these solutions increase their wealth management appeal?

This Impact Note is based on self-reported data from each technology vendor and examines two distinct portions of the vendor landscape for client reporting solutions in wealth management. The report details the capabilities and functionality of seven vendors offering client reporting solutions: DST Global Solutions, SS&C Technologies, SimCorp, StatPro, Varden Technologies, Vermilion Software, and VistaOne Solutions. It is part of a series of reports on client reporting in wealth management—find the first here and here.

This 35-page Impact Note contains 10 figures and 10 tables. Clients of Aite Group's Wealth Management service can download this report.

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