Can I send a consolidated portfolio statement to my client?
Yes, through the Reports module in Fintso, you can
generate consolidated or Global Investments
specific portfolio statements for your clients which
carry your brand name and identity. The
consolidated statement covers both onshore and
offshore investments.
Alternatively, your clients can view their entire
portfolio on the Fintso app.
Does my client receive any direct
communication from the broker-dealer?
Yes, the broker-dealer sends transaction
confirmation emails directly to the client as
required by the US SEC.