Investment managers are increasingly delivering client reports online, according to research by Rhyme Systems, an asset management services company.
A survey of managers at a Rhyme Systems workshop shows there is a growing trend towards web delivery and a need for greater reporting flexibility to accommodate changing client needs. The research also suggests all client reports might need to be bespoke but raises questions about how to charge the cost to the customer. However, most firms surveyed do not measure the cost of producing individual client reports. There is also a trend towards integrating client reports across a business rather than using a separate service. One large London-based firm says it replaced its stand-alone depa...
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