GIVE YOUR CLIENTS THE DIGITAL ACCOUNT ACCESS THEY EXPECT
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.
Provide the digital convenience your customers expect.
Enable investors to view their investment portfolios on any device, anytime, anywhere.
Provide secure, up-to-date portfolio information and personalized messages.
“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