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Improve your Client Statements with Salentica Client Book
June, 24, 2010
Join us for a Webinar on June 24. Space is limited.
Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/999685698
Don’t settle for: “It sort of does what we want.”
Wealth managers and family offices have unique demands from their statement and reporting needs. We know… we work exclusively in your industry. Salentica Client Book was built from the ground up for your business needs, runs on the familiar Microsoft platform.
Do you want to:
- Present a unique statement for each client recipient?
- Improve productivity of statement production in your firm?
- Enhance compliance with regulatory requirements?
- Aggregate from various source and report off book assets?
- At this Webinar, you’ll see how Salentica Client Book:
- Integrates with your portfolio systems
- Processes workflow and vault-secures documents
- Manages off-book assets
- Provides for improved client reporting through Salentica Client Book
Date: Thursday, June 24, 2010
Time: 11:00 AM - 12:00 PM EDT
After registering you will receive a confirmation email containing information about joining the Webinar.
System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP, 2003 Server or 2000
Macintosh®-based attendees
Required: Mac OS® X 10.4.11 (Tiger®) or newer
