A powerful business management tool, the Related Party Interface module tracks, manages, and reports on parties related to a fund, holder, or account.
Related parties can be stored and defined within NTAS and then mapped to create relationship to any fund, account, etc and vice versa. To create a unique document for each recipient, the mailing details of the holder are replaced by that of the related party. When defined, related parties receive reports pertaining to the activities of the fund, holder, or account.
Learn more about the Related Party.
For more information about the Related Party Interface module or any Koger product or service, contact us at info@kogerusa.com or call +1-201-291-7747.