REPORTING

Collating large amount of data from different sources and generating useful reports is a time consuming challenge.  NIAD centralizes data in a standard format that you recognize and can use immediately.

NIAD automatically generates the following reports:

Compliance Reports:
Distribution Certificate, Schedule A, Form 2E, IIROC Pre-marketing Certificate, Purchasers List

Deal Reports:
Deal Sheet, P&L Statement, Buyers/ Exempt List

Finance Reports:
Capital Report

Performance Reports by:
Client, Branch, Advisor, and Dealer

Search Engine:
Ad-hoc searching by various deal criteria