Fund Manager Specials
Screen
Views
Features:
Client profiles,
deposits, withdrawals, transfers, filtering and graphing of data.
User defined
funds, notes, historical note taking, Password protection of data.
Integrates with
Internet Explorer and Netscape for cut and paste and parsing.
Printing of
reports of client portfolio as a whole and/or individual based.
Total deposits
and Total Funds reports.
Internet based
on-line update system of application.
Designed for
new updates daily from the web.
The data is
on your machine, not somebody else's server!
Web Updater
system for new/changed forms, reports and improvements.
Some Features:
Client demographic details,
medical and dental information
Customer invoicing, notes
and instructions.
Total billings and client
histories.
Digital Camera ready for
Daily data transfer to Quickbooks
6 (iff format)
Web Updater system for new/changed
forms, reports and improvements.
Some Features:
Database of multiple choice
questions /answers (k and single best).
True and False sets, Short
Answer, Essay.
Printing of exam, randomize
order of questions.
Historical tracking of performance
of questions.
Password protected database
with timers.
Future Features:
Student performance tracking
against questions
Web system updating tools
Web database of questions
for paid subscribers.