Statements

Generated as you need them

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 contact you.