There are several advantages for both a fund and the fund's investors to have Capital Balance and other vital data available via a secure web portal. Advantages for the fund Reduces work required every month sending out statements Reduces calls from clients Paperless systems is easier to manage More secure than mail or email It enhances the firms brand with an organized professional product Advantages for the investor The data is available faster than traditional mailing Archived information available 24/7 Click on the images below to see examples of various capital balance pages. Each example has different componets which can be customized to your firm's needs.
	This example is a user friendly layout which shows month over month and totals
	This reports shows muliple accounts by month with total firm investment.
	Here we see the current month and year to date totals.
	Here we see greater a ablity for the user to get the exact data they seak.

Finally its import users feel comfortable. So if you have an existing format or specific data points we can use that as well.