Prometa makes Major Enhancements to its Advisor Inquiry System
January 10, 2009
Prometa Fund Support Services Inc. ("Prometa") has added major enhancements to its already popular Advisor Inquiry system. "We added features that we thought Advisors could really use," said George Asprey, President and CEO of Prometa, "we based our enhancements on the kinds of inquiries we received in our call centre."
"Some of the features we added are pre-filled subscription forms, client statements, a pending trades list, beneficiary information, a pending and historical tax receipt list, and DSC calculator to name a few."
"We will add more features in the fall of 2010, some that will further address inquiries made into the call center as well as some features that we anticipate will be a big hit with the Advisors"
President & CEO