Service Assists Transfer of Client Data

Share this content:
StatementOne, a financial data consolidation and performance reporting firm, introduced a Web-based platform yesterday designed to let clients securely pass client, account and holding information from the StatementOne database to other applications.


Initial partners include investment research firm Morningstar Inc.; EISI, developer of financial planning software NaviPlan; and Pacific Select Distributors Inc., underwriter and distributor of Pacific Life's variable products and Pacific Funds' mutual funds.


"Getting consolidated data from StatementOne will automate the data input function, which dramatically reduces the time it takes to create a financial plan and the chance of data entry errors," said Denis Martineau, senior vice president of sales and marketing at NaviPlan.


close

Next Article in Data/Analytics

Sign up to our newsletters

Company of the Week

Since 1985, Melissa has helped thousands of companies clean, correct and complete contact data to better target and communicate with their customers. We offer a full spectrum of data quality solutions, including global address, phone, email, and name validation, identify verification - available for batch or real-time processes, in the Cloud or on-premise. Our service bureau provides dedupe, email/phone append and geographic/demographic append services for better targeting and insight. For direct mailers, Melissa offers easy-to-use address management/postal software, list hygiene services and 100s of specialty mailing lists - all with competitive pricing and excellent customer service.

Find out more here »

Career Center

Check out hundreds of exciting professional opportunities available on DMN's Career Center.  
Explore careers in digital marketing, sales, eCommerce, marketing communications, IT, data strategies, and much more. And don't forget to update your resume so employers can contact you privately about job opportunities.

>>Click Here

Relive the 2017 Marketing Hall of Femme

Click the image above