Multi-Channel Document Distribution
Automated Digital Portal Uploads, Email Queues, and Data Extracts
Automate the multi-channel distribution of generated client statements and tax packets via client portals, email notification queues, and CRM feeds.
Multi-Channel Document Distribution Infrastructure
Fi-Tek’s document distribution engine manages the delivery of generated client statements, tax packets, and trade confirmations across digital channels.
The system publishes documents directly to online client portals, triggers email notifications, and routes structured data feeds to enterprise CRM systems.
Core Operational Capabilities
Scheduled Digital Portal Uploads
Publishes generated statement files and tax packets directly to client web and mobile portals.
Email Notification Queues
Triggers email notification queues informing clients when new statements or trade notices are ready.
Automated CRM Extract Feeds
Routes scheduled file extracts and report data feeds to downstream CRM and data warehouse tools.
Request a Demonstration of Document Distribution
Contact our team to see how Fi-Tek automates multi-channel statement distribution.