Help finding a third-party customer account management for a CPO

B

beowulf

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
 
You must log in or register to reply here.
Back
Top