Your Brand, Your Clients, Your Statements
Offer your clients clear, personalized statements
PureStatements is a powerful, sophisticated client statement generator that allows you to communicate to each and every one of your clients the specific information they demand. Personalize your communication with introductory letters and commentary, as well as optional sections and inserts.
Present data in a way that makes the most sense to your clients. Not only can you present the details of holdings, asset allocation, transactions and performance, but you can also provide important summaries and analyses, such as commentary from your internal experts. Add additional visual impact with rich graphs, tables, and charts.
- Personalize statements for each individual client
- Add value to your clients with detailed, insightful client statement packages
"We are very pleased with the statements generated by the PureFacts system. They enhance our marketing efforts, contribute to client satisfaction and aid in client retention. As an added bonus, they are easier, faster and less costly to produce."
David Schaffner
President, CEO
Leith Wheeler Investment Counsel, Ltd.