PureStatements
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.
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
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
Tailor-made statements that represent you, not a third-party vendor
It's your good name and your reputation, so shouldn't you be able to control all aspects of your brand? Other Statement packages allow minimal customization, but PureStatements enables you to fully customize the look and feel of your client Statement. Take control of the layout and content of your statements and customize their look and feel to reinforce your organization's branding efforts. Include your logo, corporate fonts, styles, colours, and much more.
Improve client service with quick and easy reporting
If it currently takes you hours or even days to create client reports you probably don't look forward to meeting your regular reporting requirements. And you certainly don't want to have to create any extra client statements.
In just a few minutes with PureStatements’s user-friendly interface, you can create reports at the account, client, or group level with just a few clicks. Now the idea of taking along an up-to-the-minute report to show a client how he or she is doing is completely feasible. Monthly and quarterly reports are just as quick and easy and, with fully customized graphics, they reinforce your company's messaging at every opportunity.
- Quickly generate client statement packages on demand
- Efficiently create large batches of personalized client statements
- Easily customize a statement to exact specifications with the PureStatements intuitive interface