Client Reporting Is Anything that Touches Clients’ Hands

The FTF Exchange Podcast · May 10, 2023 · 22m

For this podcast, Alex Strekel, director of investment management solutions for Clearwater Analytics, focuses on the best definition of client reporting for 2023 and many other matters. When asked to define client reporting, Strekel acknowledges that he takes a broad view of client reporting from his days working as a portfolio manager. “I think about client reporting as anything that touches the hands of the client,” Strekel tells FTF News. “So, anything that a client is going to access via a Web portal, anything they’re going to access via paper … they’re going to hear from you as the…