Batch Statement Production & Packaging
Automated Statement Batching, Trade Confirmations, and Tax Packets
Automate the period-end batch generation, bundling, and queue scheduling of client valuation statements and tax packets.
Period-End Statement Batch Production
Fi-Tek platforms feature a statement production engine that automates the period-end batch generation of client valuation statements and reports.
The system bundles valuation summaries, transaction ledgers, trade confirmations, and tax packets into audit-ready statement packages for print and digital delivery.
Core Operational Capabilities
Automated Statement Batching
Schedules and executes period-end batch publishing for thousands of client valuation statements.
Package Bundling & Tax Packets
Bundles valuation summaries, trade confirmation notices, subscription receipts, and partner tax packets into single packages.
Print Queue & Batch Scheduling
Manages print vendor export queues and digital distribution batch status.
Request a Demonstration of Statement Production
Contact our client service team to see how Fi-Tek automates statement batch production.