Pershing
Would you like to offer clients more convenient online access to account information?
NetExchange Investor™ allows clients to view their portfolio positions, transaction history, account balances, monthly statements, trade confirmations and tax reporting documents online. You can grant your clients access to real-time quotes, news, research, optional online trading capabilities and electronic delivery, so that they have access whenever and wherever they need it.
You can also encourage clients to go green using myedocumentsuite.com, a self-service website that allows clients to create a user ID and password, turn off paper for their accounts and view, print and download electronic documents. When your clients go paperless, they receive an e-mail notification whenever a new document is available to view online.
These investor access solutions complement the value of your personal advice and reduce phone calls, increasing your productivity and allowing you to devote more time to building your business.
Contact us today to learn more.