Post daily dividend allocations to all customer accounts
Post daily dividend allocations to all customer accounts
Your dividend posting can miss credits or leave accounts unclear after corporate actions, delaying investor balances. It posts allocations and tax statuses so customers see correct balances same day.
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Overview
Stop relying on manual checks for corporate actions and eliminate late dividend postings. This flow runs daily, posts allocations to your ledger, and delivers a concise team summary so customer balances reflect dividends the same day.