Joanne Frawley Joins the WealthTouch Leadership Team as Director of Portfolio Reporting Products
Industry Veteran to Continue WealthTouch’s Track Record of Reporting Innovation, Flexibility, and Data Integrity.
Denver, CO, November 01, 2010 --(PR.com)-- WealthTouch, the leading independent financial reporting platform for ultra-high net worth families and their trusted advisors, including private banks and family offices, today announced that Joanne Frawley joined the WealthTouch leadership team as Director of Portfolio Reporting Products.
In her role, Frawley ensures that WealthTouch satisfies each client’s unique reporting requirements while maintaining data accuracy, including adherence to industry standards and methodologies. Working closely with the company’s client-facing teams and the clients themselves, Frawley helps WealthTouch deliver leading-edge portfolio reporting products through an in-depth knowledge and understanding of the specific challenges, success criteria, and critical information requirements unique to each client whether they are with a private bank, a single or multi-family office, or a wealth management firm.
Frawley is regarded as an industry-leading subject matter expert in the areas of transaction processing, portfolio accounting, and performance measurement, emphasizing data integrity in every aspect of client reporting. She has joined WealthTouch from Morgan Stanley Private Wealth Management, where she was the Vice President in charge of performance and client reporting. Prior to Morgan Stanley, Frawley was the Director of Information Products at Private Client Resources (PCR). She also served as a manager of client and/or performance reporting for several asset management firms, including Rockefeller & Co., Inc. where she worked on the initial designs for portfolio reporting products at RockIT.
Frawley holds a bachelor’s degree from the University of North Carolina at Wilmington and an MBA from New York University’s Stern School of Business.
“Joanne brings the deep ultra-high net worth customer knowledge and commitment to clean, accurate data that is gained only through many years of experience with several of the industry’s top firms,” said James Shehigian, President of WealthTouch. “The constantly evolving wealth management landscape absolutely requires this level of expertise to ensure that our customers continue to have the best portfolio reporting in the industry.”
“WealthTouch enjoys an excellent reputation in the wealth management industry,” said Joanne Frawley, WealthTouch’s Director of Portfolio Reporting Products. “I welcome the opportunity to join a company that shares my belief in the paramount importance of data integrity and the principle of adapting our solution to fit each client’s management and communication style instead of the other way around.”
About WealthTouch
Founded exclusively to serve ultra-high net worth families and their trusted advisors, including private banks and family offices, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch reports across all of client’s asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture. WealthTouch’s secure, web-based reporting platform provides multi-period, on-demand performance and transactional reporting that is elegant and easy to understand. For more information, visit www.wealthtouch.com.
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In her role, Frawley ensures that WealthTouch satisfies each client’s unique reporting requirements while maintaining data accuracy, including adherence to industry standards and methodologies. Working closely with the company’s client-facing teams and the clients themselves, Frawley helps WealthTouch deliver leading-edge portfolio reporting products through an in-depth knowledge and understanding of the specific challenges, success criteria, and critical information requirements unique to each client whether they are with a private bank, a single or multi-family office, or a wealth management firm.
Frawley is regarded as an industry-leading subject matter expert in the areas of transaction processing, portfolio accounting, and performance measurement, emphasizing data integrity in every aspect of client reporting. She has joined WealthTouch from Morgan Stanley Private Wealth Management, where she was the Vice President in charge of performance and client reporting. Prior to Morgan Stanley, Frawley was the Director of Information Products at Private Client Resources (PCR). She also served as a manager of client and/or performance reporting for several asset management firms, including Rockefeller & Co., Inc. where she worked on the initial designs for portfolio reporting products at RockIT.
Frawley holds a bachelor’s degree from the University of North Carolina at Wilmington and an MBA from New York University’s Stern School of Business.
“Joanne brings the deep ultra-high net worth customer knowledge and commitment to clean, accurate data that is gained only through many years of experience with several of the industry’s top firms,” said James Shehigian, President of WealthTouch. “The constantly evolving wealth management landscape absolutely requires this level of expertise to ensure that our customers continue to have the best portfolio reporting in the industry.”
“WealthTouch enjoys an excellent reputation in the wealth management industry,” said Joanne Frawley, WealthTouch’s Director of Portfolio Reporting Products. “I welcome the opportunity to join a company that shares my belief in the paramount importance of data integrity and the principle of adapting our solution to fit each client’s management and communication style instead of the other way around.”
About WealthTouch
Founded exclusively to serve ultra-high net worth families and their trusted advisors, including private banks and family offices, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch reports across all of client’s asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture. WealthTouch’s secure, web-based reporting platform provides multi-period, on-demand performance and transactional reporting that is elegant and easy to understand. For more information, visit www.wealthtouch.com.
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WealthTouch
Bill Fallon
212 925 6900
www.wealthtouch.com
Bill Fallon
212 925 6900
www.wealthtouch.com
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