User-Friendly Client Statements
Engage your clients and promote your brand with our easy to follow and customizable client statements.
Improve your ongoing client experience with our user-friendly client reporting solution which produces and delivers account statements in both hardcopy and electronic formats, detailing:
You and Your Team’s Contact Details
Account Positions with both Book Value and Market Value
Investment Performance combined with Inception Date
Transaction History specifying all Buys, Sells, and Distributions