Our newest line of products - for Act4Advisors users! These product include a complete set of tools for dbCAMS+ users as well as conversion systems from CDS and Agency Assistant. Please see the information on our Act4Advisors page. Our Snapshot System is currently being distributed by FCSI under the name of dbLITE. The basic snapshot system is available as a stand-alone system for organizations interested in an alternative portfolio browser system. Please call us for further details. Sample Client Selection Screen image from the Snapshot System.
Sample Account Summary Screen image from the Snapshot System.
Sample Personal Information screen image from the Snapshot System.
Sample Owner Level Position Report from the Snapshot Professional Version.
Sample Client Level Allocation Report from the Snapshot Professional Version.
Trade Generation/Rebalance System This system is designed to generate trades for client portfolios based on model information. It can be used either to keep the portfolios in balance with the model or to generate the trades based on changes to the model. Features include: - Number of models limited only by disk space.
- Model assets by security
- Flexible assignment of portfolios to models
- Minimum Trade size limits, if desired
- Lot size limits, if desired
- Flexible tolerances for out of balance conditions
- Supports both brokerage and mutual fund (or Annuity) accounts
- Supports Schwab upload files with multiple Master Accounts
Please contact us for more information. Download Demo version of the Rebalance system (maximum of two models).
Order Form for the Rebalance System
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