Portfolio Support and Reports
You know the importance of maintaining accurate reports, both for regulatory compliance purposes and for maintaining control of your investments.
eConnectDirect’s comprehensive reporting tools keep you on point, providing access to customizable reports that feature visual charts, graphs and extensive details on all your transactions.
Funding report capabilities include:
- Maturity Distribution and Laddering
- Call and Step Notifications
- Pre-Screened Private Placements
- Cost of Funds Analysis
- Deposit Capture Analysis (Call Report)
- Import Positions
Contact us to learn more about eConnectDirect’s custom reporting capabilities and additional reporting services available from Multi-Bank Securities, Inc.