Financial Models offers investor communications tool

Toronto-based banking technology vendor, Financial Models Company has launched FMCWealthNet, a new application that allows investment managers to produce reports, portfolio statements, graphs and analyses, and to interact with clients over the Internet.

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Financial Models offers investor communications tool

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FMCWealthNet includes publishing and reporting tools that allow investment managers and their clients to analyse information in a variety of formats. The publishing tools let investment management professionals communicate with their clients individually or collectively on a regular basis through vehicles such as quick notes, alerts, updates, newsletters or detailed reports.

Reporting functions provide up-to-date information with drill-down capabilities that allow clients to access detailed information in graphic or tabular formats.

The application also features a real-time forum that creates live interaction between advisor and investor. Both parties can simultaneously access common functions such as the client's most recent statement, then discuss further instructions.

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