Signs · Client Statements
Statements
Statements
you can sign.
OneNexus checks every client statement against your rules before it goes out: calculations, disclosures, format and anomalies. Exceptions surface before delivery, and a named professional signs the run. Live in production today.
Deliverable
#d92 · FINAL
Brackwell Wealth
Q2 Statement Run
Q2 Statement Run
A. Reyes
OPERATIONS LEAD, CLIENT REPORTING
SIGNED
Run it.
You define the rules that matter: calculations, disclosures, limits and layout. The workflow applies them to every statement, not a sample.
Check it.
Exceptions and anomalies surface immediately, while there is still time to fix them. Every fix is recorded.
Sign it.
A named professional signs the run. What reaches the client is a statement someone stands behind.
CLAUSE 01
Why teams
switch
switch
Catch it before the client does.
Errors in client statements create risk, rework and hard conversations. Validation on OneNexus replaces the manual review cycle and catches issues before delivery, not after.
Up to 100%
VALIDATION COVERAGE
Full populations, not samples
Full populations, not samples
Up to 80%
LESS REWORK
Exceptions fixed before delivery
Exceptions fixed before delivery
Up to 60%
FASTER EXECUTION
From review cycle to sign-off
From review cycle to sign-off
CLAUSE 02
Your
rules
rules
Your rules, applied to every statement.
Logic, behaviour and format: business rules and calculations, unexpected changes and anomalies, structure and disclosure requirements. Checked the same way, every time.
Validation is not a spot check.
Validation is not a sample.
Validation is not an after-the-fact review.
Every statement is checked before it goes out.
Runs in a secure, isolated environment built for regulated institutions. Client data is never used to train external AI models.
CLAUSE 03
In
production
production
Running live. Not a pilot.
Developed with a leading wealth infrastructure partner and run on live statement populations today. One run, on the record.
SIGNCHAIN · STATEMENT RUN #d92
4 ENTRIES · APPEND-ONLY
06:00:12RUN128,411 statements validated · logic, behaviour, format
06:47:30CHECK214 exceptions raised · held for review
10:15:08CHECKExceptions resolved · fixes recorded
11:02:44SIGNRun signed · A. Reyes · released for delivery
Who runs it
Operations and client reporting
Broker-dealers, wealth and asset managers with high-volume, high-risk document flows.
Where it fits
Between production and delivery
Validation sits in the path, so exceptions are fixed before a client ever sees them.
On the record
SignChain
Every run carries its rules, exceptions, fixes and signature.
See the record →The question to ask about last quarter's statements
“Were they all checked?”
OneNexus makes the answer yes, every one, and signed. Request a demo to see a run validated end to end.