Hello, We have just registered our Pool and ddoc, now to the next tedious activity. I need to find a solution for customer account management (Monthly customer statements,updating NAV etc). I was magically hoping that an FCM (IB) would offer these services but they don't. Yes we could do this ourselves but I rather have a third-party to provide that service, for checks and balances and to remove that from our work load. Any suggestions would be greatly appreciate it. Many thanks
I can privately send you the contact information for an Admin that one of my CTAs uses. Send me an email directly and I'll respond. Bob