Starting January 1, we will be converting to the Clearwater reporting system for all of our insurance clients. In this time of transition, Financial Fiduciaries will support clients by providing any necessary staff with training to access any needed information. This change will provide the following benefits:
- It will provide the same information as in the past, however, clients will be able to access it on-demand whenever it is required.
- The majority of the investment transaction information can be exported using general ledger coding that can be loaded into clients’ accounting systems, making it easy for a bookkeeper to import the data.
- Automated Schedule D regulatory reports can be created at an added cost.