This year, we have been in the midst of a massive software upgrade for our portfolio management software. Among the many features of this software is an improved reports package.
In the coming months, our clients will see a dramatic new look to their quarterly Parsec reports. The initial report package will appear with the next quarterly report mailing. We hope to provide additional enhancements in Spring/Summer 2013.
We hope you like the new look!
Cristy Freeman, AAMS
Senior Operations Associate