Giving a client a consolidated view of all his investments across different providers is not an easy task if you don’t have systems to help you. A client of ours battled getting investment statements from other platform providers into a single consolidated statement to give their investors a better view of their overall investment portfolio and to review their financial position.
By using our system they can now import data from other platforms and 3rd party providers to produce a single statement to the client. Data is more accurate and they save a lot of time to produce up to date reports. Wealth managers can now access the information from anywhere at any time at the push of a button.