Mediant Advisor Mailbox enables financial advisors to monitor and view the growing volume of documents sent to their customers.
The service will let the financial advisors to keep a check on the documents sent to their customers, apart from viewing the documents online.
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Additionally, customers will also be assisted in evaluating the importance of the documents received by them.
Investors often receive proxy statements, reports, prospectuses, notices and other documents mailed by brokers.
Commenting on the launch, Arthur Rosenzweig, president of Mediant Communications said, "If you’re a financial advisor you want to know what your customer is getting. You want to give the customer a heads-up if anything important or confusing is coming."
"Every investor communication is a touchpoint with your customer," he further added.
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By GlobalDataWith the launch, Advisor Mailbox has joined Mediant’s Suite of Software for brokers that include Mediant Investor Mailbox for the online customer, Mediant Proxy Manager for managed accounts, and Mediant MIC for security operations managers.
