Your Brand, Your Clients, Your Statements
Overview
You work hard at building your reputation, so don't settle for cookie-cutter client statements. Underline your brand every time you communicate with your clients with reports generated by PureStatements. Not only does PureStatements help you project exactly the image you choose, it streamlines the statement generation process, making it so quick and easy that you can create customized statements at any time.
Click here to download a sample statement (PDF - 1.1 MB)
Key Benefits
- Cut down the time it takes to create client statements
- Brand your statements to reflect your company's character
- Add value for your clients with detailed, insightful client statement packages
- Take up-to-date statements along to client meetings to show their real-time progress
- Personalize statements for each individual client
Features
- Instantly generates automated reports
- Offers flexible grouping levels - by account, client or group
- Allows fully customized content and design
"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.