Consolidated Wealth Reporting

Seven steps for enhancing service to high net worth clients

In today’s world of ever increasing competition among investment advisors and greater sophistication of their HNW clients, you need to find innovative ways to hone your competitive edge and grow your business. One way to do so is to have a solid understanding of each client’s complete financial picture.

This paper examines the business drivers motivating advisors to offer the service, identifies seven steps to successful consolidated reporting, and measures the return on investment for an advisor contemplating the implementation of a solution.