How much time
do you or your staff spend every day searching for information that should be at
your fingertips? Does preparing monthly or quarterly client statements consume
more and more of your valuable time? Imagine what it would be like if you could
get at all of this information, instantly, and with just the simple click of a
mouse button! Well, with StatementOne, you can... instantly and
cost-effectively! StatementOne is a feature-rich application that gets you out
of the data-management business, and lets you focus more on acquiring and
retaining assets. Providing you with immediate and convenient on-line access to
Consolidated Statements and Performance Reporting, StatementOne helps you
increase the success of your financial planning. What’s more, it enables you to
focus more on acquiring clients and assets, enhancing your productivity,
reducing your administrative burden and driving added profitability!
StatementOne Increases Sales Consolidated View leads to deeper relationships and
greater share of wallet Differentiating technology leads to new clients,
wealthier clients and professional referrals Communication platform increases
sales frequency StatementOne Improves Client Service Consolidated reports
provide the basis for communication beyond the purchase event Client view
encourages client “self-help,” providing timely answers and enabling Advisors to
focus more on higher-order service Dynamic portfolio generation enables
householding of accounts, tailoring reports to the way people actually plan and
invest StatementOne Saves You Time and Money Complete solution requires no
setup, data-collection or processing Reduces or eliminates the need for
administrative office help All client information centrally located and
searchable for quick, easy access StatementOne is Easy to Use Web-based solution
accessible anytime, anywhere, from any platform On-line tutorial available
anytime Intuitive, easy-to-navigate user interface StatementOne frees you from
maintaining cumbersome software applications, enabling you to concentrate more
on acquiring new assets and retaining existing assets. With StatementOne, you
can now concentrate on client service and selling, for increased profitability.
The intuitive user interface is easy to use, and includes a variety of the most
useful reports, including: Statement Statement Summary Portfolio Summary
Holdings by Investor Holdings by Portfolio Holdings by Classification
Transaction by Investor Transaction by Portfolio Asset Allocation by Type Asset
Allocation by Investment Objective Comparative Holdings Cost Basis Model
Portfolio Rebalance Portfolio Value and Benchmark Multi-Period Performance
Reporting Advisor Reports for Client Data-Mining ...and much, much more,
including Below-the-Line Asset Entry for both Tracked and Non-Tracked Holdings!
With StatementOne, both you and your clients can create, view and analyze
investment holdings, all with minimal setup or data entry. Ongoing maintenance
is completely handled by StatementOne. Best of all, this consolidated
information is 100% Web-based. No software or data is ever stored or necessary
on the desktop, relieving you or your admins of many of the burdens that are
inherent in other similar systems. And StatementOne can be used anywhere,
anytime with only an Internet connection and a web browser!