Account statements are branded PDFs for each account and investment. They are saved to investor profiles and the document library. Go to Reporting and open the Account Statements tab.
Generate statements
- Set the Period Start, Period End, and Investment (or All Investments).
- Tick Email Investors After Generation to send them.
- Click Generate Statements.
Progress shows under Statement Runs. For a finished run that wasn't emailed, click Email Statements. If a run failed, click Retry Run. Download PDFs under Generated Statements.
Design and schedule
Click Statement Design & Schedule to set the Statement Title, Brand Color, Cadence, Delivery Day of Month, opening and closing messages, and options such as Enable Automatic Generation & Email and Attach PDF to Statement Emails. Click Preview Saved Statement Design to check it. Custom layouts and schedules depend on your plan.
Correct statements
Click Correct Statements on a completed run, enter a Correction Reason, and click Generate Corrected Versions. Originals stay available.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo