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Feature |
Benefit |
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 Superior Functionality |
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Designed and serviced by industry veterans |
The system is comprehensive for every conceivable transaction and recordkeeping function |
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Easy to learn and use |
Users ramp up very quickly |
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More than 200 standard reports |
Eliminate time-consuming “off-line” report generation |
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Easily customized |
Get the reports and features you need, when you need them |
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“As of” processing and reporting – reports generated for any date at any time |
Eliminate need for printing and storing reports. Ability to immediately change or enter future dated transactions instead of tracking offline. |
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Comprehensive |
Eliminate workarounds and minimize risk of input errors |
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Shareholder snapshot contains all key account info in one window |
Significantly improve customer service |
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Better Platform |
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Windows-based |
Preferred platform for users and IT administrators
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Familiar user interface |
Intuitive, easy to learn and use |
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Flexible architecture |
Easily customized |
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Central name and address file |
Consolidated views of holdings, easier maintenance |
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Shareholder internet access option |
Reduce telephone inquiries and improve customer service |
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Disaster recovery option |
Protect data and ensure data availability, access to our customer service 24x7 |
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Highest Level of Service |
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Immediate response to technical phone inquiries (no voicemail) |
No more waiting on your provider for an answer!
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Prompt customization at no charge |
System modifications |
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System upgrades at no charge |
Improved functionality on an ongoing basis
All updates are delivered electronically |
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Rapid system upgrades for regulatory changes |
Stay current with SEC and IRS regulations |
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Guaranteed “Painless” Conversion Process |
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Test conversion of your data
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Verify conversion accuracy before live installation
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Complete installation and implementation |
Simply verify the data and start processing on the system |
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Specialized training for users and administrators |
Users and administrators get only the training they need and want |
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Don’t sign your contract until you’re live! |
Eliminate conversion risk, a primary executive concern. Confirm all promised system features are available
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