News

Cadaret, Grant Chooses StatementOne for Consolidated Portfolio Accounting and Performance Reporting

LAWRENCEVILLE, NJ — StatementOne, the industry leader in enterprise data consolidation and web-based portfolio accounting/performance measurement announced today that Cadaret, Grant will implement StatementOne's online consolidation platform for the firm’s nearly 1000 independent representatives and their clients.
Cadaret, Grant is an independent broker-dealer based in Syracuse, New York. According to Art Grant, president of Cadaret, Grant, “We did extensive research and looked at a number of alternatives before choosing StatementOne. We were looking for a capability that would complement our existing systems and fill a specific need. The other issue for us was creativity, stability, and a management structure that would ensure a mutually beneficial partnership over the long haul. Their backing and management is such that we are confident that they meet that requirement. We look forward to our partnership.”

“Cadaret, Grant joins a growing list of clients who are using both our web-based portfolio accounting solution and our data replication services. They really ‘did their homework’ in selecting a technology partner to provide enterprise-level data management – they really understand the business value of comprehensive, clean, and accurate data. They put us through some serious due diligence and asked very tough questions around the data,” said Greg Pacholski, StatementOne's president and chief operating officer. “In the end, we were able to clearly demonstrate our competency in enterprise-level data consolidation.” He added, “Our solution will provide their representatives with a leading-edge technology tool to save them time and resources, so they can concentrate less on managing data and more on building their practices.”

About Cadaret, Grant...

Founded in 1985 and headquartered in Syracuse, NY, Cadaret, Grant (www.cadaretgrant.com) is one of the nation’s largest privately owned independent broker/dealers. The firm was founded on the principle of Independent Thinking — giving representatives the freedom and ability to build investment portfolios based on their clients’ objectives, not the company’s. With nearly 1,000 representatives and 285 branch offices nationwide, Cadaret, Grant strives to meet the business requirements of both representatives and clients through exemplary service, first-rate technology, and support systems that ensure successful outcomes. For more information on Cadaret, Grant, contact Lauren Cressman, Cadaret, Grant vice president, at (800) 288-8601.

About StatementOne...

Founded in 1993, StatementOne provides technology solutions to the retail wealth management market. For financial institutions, they consolidate enterprise investment account data in a scalable and accurate way, to power best-of-breed applications used for business planning, analytics, product development, compliance, and CRM. For financial advisors and their clients, they deliver a powerful, yet easy-to-use web-based portfolio accounting and performance reporting solution that enables advisors to provide better and more timely advice. This helps advisors boost top-line revenue while reducing administrative costs, and increases the probability of financial success for both them and their clients.

StatementOne currently manages account data for 44 financial institution clients, representing nearly one hundred fifty billion dollars in assets, tens of thousands of financial advisors, and millions of investors and individual accounts. Their current clients include independent broker/dealers, banks, credit unions and other financial institutions.

For more information contact StatementOne at marketing@statementone.com.