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Introducing Client Statement Service

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Postby Mark » Sun Feb 26, 2017 10:41 am

Today we have launched a new Client Statement Service which enables Advisors to easily and securely share investment statements with their clients. This is a web based service that enables Advisors to upload statements for each client. Clients can view their statements by logging into the existing Client Portal.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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