A client statement is an opportunity for dealers to engage with and deliver valuable information to investors. There are many operational, compliance and communications challenges associated with producing and distributing statements.
How StatementXPRESS™ Benefits Dealers & Advisors
- Fully scalable solution that increases efficiencies with respect to labour requirements.
- Supports both electronic and paper delivery, reducing cost and time spent managing statements.
- End-to-end auditing of individual statements enabling dealers and advisors to remain compliant.