Web-based solution accessible anytime, anywhere, from any platform
On-line tutorial available anytime
Intuitive, easy-to-navigate user interface

StatementOne frees you from maintaining cumbersome software applications, enabling you to concentrate more on acquiring new assets and retaining existing assets. With StatementOne, you can now concentrate on client service and selling, for increased profitability. The intuitive user interface is easy to use, and includes a variety of the most useful reports, including:

Statement
Statement Summary
Portfolio Summary
Holdings by Investor
Holdings by Portfolio
Holdings by Classification
Transaction by Investor
Transaction by Portfolio
Asset Allocation by Type
Asset Allocation by Investment Objective
Comparative Holdings
Cost Basis
Model Portfolio Rebalance
Portfolio Value and Benchmark
Multi-Period Performance Reporting
Advisor Reports for Client Data-Mining
...and much, much more, including Below-the-Line Asset Entry for both Tracked and Non-Tracked Holdings! With StatementOne, both you and your clients can create, view and analyze investment holdings, all with minimal setup or data entry. Ongoing maintenance is completely handled by StatementOne. Best of all, this consolidated information is 100% Web-based. No software or data is ever stored or necessary on the desktop, relieving you or your admins of many of the burdens that are inherent in other similar systems. And StatementOne can be used anywhere, anytime with only an Internet connection and a web browser!