WRP has partnered with what we feel may be the best on-line consolidated statement program available in the industry. In addition to comprehensive statements that outline ALL client accounts and transaction detail, client management functions may also become available. Representatives can prepare several statement types and either mail or e-mail their clients automatically or manually at any time.
To view StatementOne please vist: www.albridge.com/
StatementOne Features:
- Portfolio Summary
- Transaction History
- Holdings by Investor
- Holdings by Portfolio
- Asset Allocation by Type
- Asset Allocation by Investment Objective
- Comparative Holdings
- Cost Basis Reporting
- Multi-Period Performance Reporting
- Below-the-Line Asset Entry for both Tracked and Non-Tracked Holdings
- Advisor Reports for Client Data-Mining
- Email all or a group of clients their statement(s)
- Sort Assets under Management
- Many additional features available
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