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.

 

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CONTACT US
800-967-9052 support@eConnectDirect.com

eConnectDirect is my go-to resource when purchasing CDs. … We are able to make safe and sound investment decisions based on the valuable information eConnectDirect provides.
—Marney Kresel,
CEO,
University Federal Credit Union