CLIENT PORTALS | PERSONALIZED STATEMENTS | AD HOC REPORTS
With our secure portal, your clients can easily see how their investments are doing. They can review portfolio positions, transactions and performance. You can share documents with clients and stay in touch.
Client portals provide secure, up-to-date portfolio information and personalized messages.
Process massive volumes of customer statements quickly and accurately with bulk generation of a range of customer reports; from custodial statements required by the regulator to personalized statements that share your client’s progress on their unique journey.
Generate personalized statements on a robust, fully configurable platform. Edit your statement content quickly and affordably.
AD HOC REPORTS
Advisors and Operations teams can spend considerable time creating similar, one-off reports for multiple customers. Our Ad Hoc reporting platform improves productivity by generating personalized reports in seconds, on the fly.
Produce Ad Hoc reports the moment you need them. Choose from 23 configurable reports for management, advisors and customers.
“Eliminating the manually intensive and high-risk process of uploading statements was a big win for us. Now it’s all done with one click of a button.”MANAGER, INVESTMENT COUNSEL SERVICES
“We view this as a long-term relationship with a partner. Everyone understands my business and sincerely wants us to be successful.”DIRECTOR, SENIOR VP AND COO
“PureFacts has been a great business partner for us. We truly value the relationship.”CHIEF INFORMATION OFFICER