Unlock exclusive insights: The client reporting playbook.
Analysing the latest trends in investor servicing and reporting.
Feb 2025
Are you keeping up with the evolving demands of client reporting?
Kurtosys, in partnership with Adox Research, surveyed 65 investment managers to uncover the biggest challenges and opportunities in client reporting today. This exclusive two-part report reveals the trends, automation strategies, and data insights shaping the future of investment management.
Highlights from our findings:
Client expectations are rising, and automation is no longer optional. This report gives you the critical insights needed to streamline your reporting, improve efficiency, and stay ahead of industry shifts.
Download your copy now to discover how leading firms are transforming their client reporting strategies.
Download the white paper
Customisation is no longer a ‘nice to have’ and we support the shift towards a fully automated approach across the investor lifecycle.
Patrick McKenna
Chief Commercial Officer at Kurtosys
About the authors
Patrick oversees the commercial and product related activities at Kurtosys, a leading solutions provider of client reporting, client portals and multi-region websites for the investment management industry. Having spent the last twenty years working on both the buy and sell side, Patrick has a wealth of experience in most areas of investment technology, ranging from client reporting and digital through to trading and risk. For the last ten years he has stewarded the build out of the Kurtosys Cloud platform and is a keen proponent of the modernisation of the IM tech stack via the cloud, a topic he speaks about regularly at industry events.
Gert Raeves is the founder and lead Research Director at Adox Research. With over 20 years of experience in banking, asset management and technology at firms including JP Morgan, SWIFT, and CEB TowerGroup, he covers strategic issues facing buy-side and sell-side firms globally and advises clients on strategy, regulation, technology and product development.