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Client Book of Record: Shared Accountability, Control & Growth

Access the on-demand webinar to discover how a Client Book of Record (CBOR) provides the foundation for shared oversight, operational resilience, and growth.

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Are you entering 2026 with fragmented distribution data?


As asset managers face rising distribution complexity, increasing fee scrutiny, and heightened expectations from boards and regulators, most firms still operate with disconnected client, distributor, and product data. The result? Operational risk, inefficiency, and conflicting internal narratives that undermine decision-making at the most critical levels.

When leaders in distribution operate from different data sources, who owns the truth?

Distribution oversight is changing. Distribution leaders are now expected to share accountability—not just for performance, but for the accuracy, governance, and reliability of the data that drives it. Yet without a unified view of clients, channels, and fees, even the most strategic initiatives are built on unstable ground.

A single source of truth for distribution oversight

Watch the 45-minute on-demand webinar, to discover how a Client Book of Record (CBOR) provides the foundation for shared oversight, operational resilience, and growth. By unifying fragmented distribution data into one reliable system, CBOR enables COOs and Heads of Distribution to operate with confidence—using the same data, the same controls, and the same truth.

Speakers: Steffen Ahlers – Director, Fee & Distribution Channel Management, and Marina Corghenci – Director, Fee & Distribution Channel Management

What you’ll learn

  • The operational and commercial risks created by disconnected fund distribution data
  • Why Distribution leaders now share accountability for distribution accuracy and governance
  • How a Client Book of Record unifies clients, distribution channels, and fees into a single, reliable system
  • The role of automation in strengthening control and reducing operational friction
  • Turning CBOR into management intelligence that drives strategic decision-making for 2026

Register now to start 2026 with one source of truth—and shared confidence in your distribution numbers.

Get started with a Client Book of Record

See how automation strengthens control and turns CBOR into strategic intelligence for 2026.
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