Suitability & Compliance
Commission File Imports
Maestro enhances your back-office efficiency, by providing the ability to generate customer mailings directly from the Maestro database. Using the built-in form letter generator, you can add your firm's own letter formats to create the:
Maestro produces the notification letters based on data contained in the customer record, therefore the process is completely automated. A copy of each letter is retained in the customer record for your future (audit) reference. Using the custom formatting capabilities allows you to incorporate your firm's own layout features and logo(s). Postal barcodes can also be used to help reduce postage fees for high volume mailings.
- New Account Notification (30-day "Welcome Letter")
- Account Change Notification
- Address Change Notification
- 3-year Account Verification
Not just commissions - Maestro is a complete back-office solution!