Making Client Reporting the Center of Your Client Experience 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 | 