Screen Shots:
Customer Database
Registrations and Transactions
One click LaserApp Integration!
New Account Form
Transaction Entry Screen
Scan, Upload, and Archive Documents and Files
Customer Correspondence:
Write, Route for Approval, & Archive automatically Automated Compliance Forms Consolidated Investment Holdings Statements Customized Compliance Exceptions Report Settings
Write, Route for Approval, & Archive automatically Automated Compliance Forms Consolidated Investment Holdings Statements Customized Compliance Exceptions Report Settings
Consolidated Investment Account Statements
Zoom In on/off
Click above to see or turn off a movable magnifiable area to better view the document
below.
Click here to view a sample Consolidated Investment Statement
Within Equalizer users can view and print professional Consolidated Investment Statements. See all a customers' Mutual Fund and Variable Annuity holdings on one clear statement sorted by: Customer, Customer and Spouse, or their entire Household. (optional)
