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Joanne Frawley joins WealthTouch as director of portfolio reporting products


WealthTouch, an independent financial reporting platform for ultra-high net worth families and their advisers, has appointed Joanne Frawley as director of portfolio reporting products.

Frawley’s responsibilities are to ensure that WealthTouch satisfies each client’s reporting requirements while maintaining data accuracy, including adherence to industry standards and methodologies.

Frawley 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.

She also served as a manager of client and/or performance reporting for several asset management firms, including Rockefeller where she worked on the initial designs for portfolio reporting products at RockIT.

“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,” says 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,” adds Frawley. “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.”

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