Advisor’s Guide to Client Reporting and Communications: Understanding Today’s Requirements

A recent study found that 54% of responding advisors cited integration of new digital technology methods for communications as a pipeline to new clients. In addition, advisory firms are spending between $45,000 to $250,000 on average to prepare and deliver client reports that are not accurate or effective. Please join us to learn about:

  • What Types of Communications are Wanted By Your Clients
  • Targeting Communications by Client Preference
  • The Benefits of Integrating the Client Into Your Practice Through
  • Client Portals
  • How IAS’ Technology Ensures Valid and Accurate Data and Report Production
  • The ABCs of the Perfectly Designed Performance Report
  • The Benefits of Report Outsourcing

Founded in 2001, Interactive Advisory Software provides the only fully integrated, web-based software-as-a-service (SaaS) comprehensive wealth management solution for financial representatives, RIAs and Broker/Dealers.  The solution combines daily download, consolidation and reconciliation of client accounts from thousands of sources with portfolio accounting, extensive reporting, portfolio rebalancingfinancial planningCRM, and client portals, all from a single application.

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