Ensure that your teams can manage user accounts with ease.

Routine servicing and changes are constantly being performed on accounts; so why does each have a separate process? Maintenance finally creates one point of entry and a consistent process for transactions, enabling dozens of client, household, and account data points to be updated with a single request. Updates can now be synchronized across multiple systems, narrowing the to-do list and making the routine things actually have the ease of routine.









Update basic account information and demographics once and populate across a household

Ability to change an address or add alternative addresses with real-time US Postal Service verification

Notice of death

Add and maintain additional parties to an account, such as POAs, accountants and others that receive duplicate statements and confirms

Maintain household statement linking as accounts are added or removed

Debit card requests

Update email addresses across accounts for individuals, even if they do not have the same role or are not the primary owner on the account

Maintain check orders

Ability to close accounts



Customization – Firms can add account maintenance service requests that may be unique to their organization’s policies and procedures and specific client needs

Document generation and integration – Customers can automatically receive necessary paperwork or electronic notifications verifying account changes

Allows for integration with client-facing portals to allow client self-servicing, which reduces costs, while still enforcing business rules consistently

Increases visibility – Firms, advisors and investors can audit and track account maintenance service requests

Improves the user experience

Provides complete audibility and tracking of all changes if client authorization or traceability is required

Changes can be made across accounts in a household, eliminating the need for multiple transactions for the same change

Ensures compliance and reduces risk for account maintenance even as regulations change



Because advisors and their assistants can handle these requests faster, they can focus more of their efforts on serving clients and revenue-generating activities.