Client Portal Solutions

Stacia Graham

Managing Director and Asset Management Lead

Stacia Graham has more than 20 years of experience in investment management, bringing a deep understanding of end-to-end asset management processing and project management to her role as Managing Director at Cutter Research. Prior to Cutter, Stacia worked at Wellington Management Company LLP in Boston in various roles within compliance and operational risk, including leading and managing the global Investment Guideline Compliance team for eight years. She earned a bachelor of science in business administration from Bryant University and an MBA from Bentley University.

Recent research assignments and publications include the following:

All-In-One or Standalone Solutions? Finding the Right Technology Strategy
Asset Allocation Solutions
Governance, Risk, and Compliance (GRC) Systems
Performance Measurement and Attribution Systems
Rethinking Research Management
Robotic Process Automation (RPA)
The Future of Work in Investment Management

Featured Content:

Dec 09, 2024

In this research, we discuss how a well-designed client portal can benefit asset managers and their end clients, in addition to members' current state and challenges with their portals. We explain various client portal capabilities, the types of portal vendors, and evaluate the vendor solutions.

Asset managers can meet their clients' expectations for personalized, relevant, and frequent delivery of information in many ways — and a well-designed portal is chief among them. Digital account information is driven by a need to differentiate, changing demographics with new expectations, and a push to create efficiency. An opportunity exists for asset managers to enhance their clients' portal experience by implementing a solution designed with persona-based use cases that support modern users' needs.

We evaluate client portal solutions from the following vendors: Assette, Clearwater Analytics, FactSet, Kurtosys, Satuit, SimCorp, and Unqork.

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Client Portal Solutions

Stacia Graham

Managing Director and Asset Management Lead

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