[Crawl-Date: 2026-04-11]
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[URL: https://griffinitgroup.com/it-glossary/crm2]
---
title: What Is CRM2 Reporting?
description: Canadian securities regulations requiring investment firms to provide clients with clear, detailed reporting on fees, charges, and investment performance.
url: https://griffinitgroup.com/it-glossary/crm2
canonical: https://griffinitgroup.com/it-glossary/crm2
og_title: What Is CRM2 Reporting?
og_description: Canadian securities regulations requiring investment firms to provide clients with clear, detailed reporting on fees, charges, and investment performance.
og_image: https://griffinitgroup.com/griffin-logo-og.png
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---

# What Is CRM2 Reporting?
> Canadian securities regulations requiring investment firms to provide clients with clear, detailed reporting on fees, charges, and investment performance.

---

Governance

Intermediate
## What Is CRM2 Reporting?
What Is CRM2 Reporting? CRM2 (Client Relationship Model Phase 2) canadian securities regulations requiring investment firms to provide clients with clear, detailed reporting on fees, charges, and investment performance.

## Why This Matters for Your Business
CRM2 mandates transparent cost and performance disclosure to clients. Firms need integrated portfolio and reporting infrastructure to generate compliant statements automatically — manual report generation is error-prone and does not scale.
## Looking for CRM2 (Client Relationship Model Phase 2) consulting?

See how Griffin IT Group delivers crm2 (client relationship model phase 2) as part of our Enterprise Technology Operations Centre. We provide hands-on implementation, ongoing management, and expert consulting for businesses across the Niagara Region and GTA.
[See our CRM2 (Client Relationship Model Phase 2) Services](https://griffinitgroup.com/services/it-consulting/industry-expertise/it-support-for-private-wealth-management)

## Related Governance Terms

[Intermediate
## IT Governance
The framework of policies, structures, and processes that ensure IT investments support business objectives, manage risk appropriately, and deliver measurable value. IT governance defines who makes technology decisions, how those decisions are made, and how outcomes are measured.](https://griffinitgroup.com/it-glossary/it-governance) [Intermediate
## Technology Governance
The broader discipline of governing all technology decisions and investments across an organization — encompassing IT governance but also extending to operational technology (OT), digital transformation initiatives, data governance, and emerging technology adoption.](https://griffinitgroup.com/it-glossary/technology-governance) [Intermediate
## IT Risk Management
The process of identifying, assessing, and mitigating risks associated with information technology. IT risk management evaluates threats to confidentiality, integrity, and availability of IT systems and data, then implements controls proportionate to the risk level.](https://griffinitgroup.com/it-glossary/it-risk-management) [Intermediate
## IT Compliance
The practice of ensuring that IT systems, processes, and data handling meet the requirements of applicable laws, regulations, industry standards, and internal policies. IT compliance spans data privacy (PIPEDA, GDPR), security standards (SOC 2, ISO 27001), and industry-specific regulations.](https://griffinitgroup.com/it-glossary/it-compliance)

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