WEB

A Web-based portfolio management solution for advisors who want the flexibility of accessing and storing client data via the Internet:

• Access client data at home or on the road via the Internet
• Allow client-view login access for custom reports that you create
• Produce professional quality reports and detailed analysis
• Flexible reporting, drilldown functionality and multiple custodial interface capabilities

DESKTOP

A do-it-yourself portfolio management software application that you install, host and manage on your personal computer:

Single-User

• Same great reporting tools and customizable analysis as the Web version, but hosted locally

Enterprise

Designed for firms that require multi-user access to client data:

• Designed for small to medium sized firms that require multi-user access to client data
• Scalability that enables additional licenses
• No need to convert data or install additional software to expand