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It is most important for me to be able to see how my savings and investments are doing at any time vs. It is most important for me to receive written reports at agreed-upon points in the year.

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Real-Time/Anytime Reporting vs. Scheduled Reporting Filters


Please note: The data in the graph represents Q1 2014 data from the WWR 2014, as this data was not analyzed for the WWR 2015

Note: Chart numbers may not add up to 100% due to rounding

Source: Capgemini and RBC Wealth Management Global HNW Insights Survey 2015