June 14, 2012
--- Software app from
Mediant Communications lets advisers monitor and view documents mailed to their
clients to help them evaluate their importance.
---
Mediant Advisor Mailbox gives advisers online access to the
barrage of proxy statements, reports, prospectuses and notices and other
documents their clients receive, letting them see what documents are sent to
which customers.
The app allows an adviser to give the customer a heads-up if
anything important or confusing is coming, said Arthur Rosenzweig, president of
Mediant Communications. “This is about staying ahead of your customer,”
he noted.
Advisor Mailbox is part of a suite of Mediant products for
brokers. More information is available by contacting sassadi@mediantonline.com.
Jill Cornfield