Digital Dashboards and Investor Reporting Revolution

Overview:
Technology is making wealth reporting real-time and data-rich, enhancing transparency.

Key Points:

• In the United States, 95 percent of wealth managers use client dashboards; India reached 82 percent adoption in 2025 (up from 47 percent in 2022).
• Digital reports now include live portfolio holdings, benchmark comparisons, and independent custodian verification.
• Portfolio Management Services in India are mandated to provide online Net Asset Value access updated daily.
• Global standard: 15–20 key risk metrics per report; Indian dashboards average 12 and rising.
• GIFT City platforms now integrate AI-based investor communication—chatbots summarising portfolio trends.
• Investor satisfaction scores improved 31 percent after dashboard introduction.

Truvest Capital Insight:
Data builds trust—transparency in dashboards is India’s new investor diplomacy.

Disclaimer: Educational content only. Not investment advice.