Private Accounting

Statements :
Generate statements to be sent to customers highlighting their account's characteristic, performance and asset allocation. Eliminate many of the manual and time-consuming steps needed to generate the statements. Enable sales and marketing to access the data used to generate the statements.
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Billing system :
Implement a new billing system to generate billing statements with value-added information for private-account investors. This system must be flexible in order to support existing and future billing models that are often very complex and individualized to each investor.
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