Mediant Communications, an investor communications software and services company, has launched Mediant Advisor Mailbox, a unique new software application for financial advisors to monitor and view the growing volume of documents sent to their customers.
Investors are barraged by proxy statements, reports, prospectuses, notices and other documents mailed by brokers. With Advisor Mailbox the financial advisor can see what documents are sent to which customers, view the documents online, and most important, help the customers evaluate their importance.
“This is about staying ahead of your customer,” says Arthur Rosenzweig, President of Mediant Communications. “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.”