Products June 14, 2012
Investor Communications Firm Unveils Mailbox for Advisers
Software app from Mediant Communications lets advisers monitor and view documents mailed to their clients to help them evaluate their importance.
Reported by Jill Cornfield
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.
You Might Also Like:
Broker/Dealers Will Be Required by SEC Rule to Disclose More Information on Execution Quality
Rule amendments finalized this week will require broker/dealers to share more information on the quality of stock order executions and...
New SEC Rule Will Require Major Liquidity Providers to Register as Dealers
The targets of the rule likely include major hedge funds trading in government securities as buyers and sellers.
FINRA Proposal Would Allow Broker/Dealers to Use Projected Performance in Marketing to Retirement Plans
The new rule would permit brokers to use projected performance in communications about qualified retirement plan investing.