CMS allows you to produce Certificates of Interest Paid for your clients.
All statements are bank branded to provide assurance to clients and they will be posted at a frequency of your choosing. Interim
statements can also be requested via the CMS Helpdesk.
Client view access
CMS also provides the ability to grant view-only access to individual clients.
In some cases you may want to allow a client to log in and view their own account balances.
Client users can be set up with a username and password enabling them to check their balance at any time, without the need to