Bob Yacobucci Brian Davis

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Bob YacobucciBrian Davis
2/20/09
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About Us

• Since 1999
• Stock Option Friendly
• Part of Scottrade
• Available to all advisors
• Affordable
• Commitment to quality
• Integration approach

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Integration with Popular Applications
www.YourSilverBullet.com
We BelieveYou should have the freedom to select
the best software for each of your core
applications from different vendors without
paying the price of repetitive data entry and
system incompatibility.
Our CommitmentTo make our separate programs
play well together so that you can spend more
of your time managing your clients money and not
managing incompatible software. Our programs
will produce Data Nirvana.
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Your Business Decision

• Longevity of PMS company
• Comprehensive reporting
• Ease of use
• Affordability (emerging advisors)
• Commitment to quality
• Service
• Integration and other offerings

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Your Concerns Addressed

• Now part of Scottrade (Longevity)
• Reporting Refinement (10 years experience)
• 80 rule (Ease of use)
• Not AUM based (Affordability)
• Scottrade resources (Commitment to quality)
• Controlled growth (Service)
• Silver Bullet (Integration and other offerings)

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We Offer You

• Performance Reports
• Quarterly Reporting (Statements)
• Billing Invoicing
• Module Portfolios
• Benchmarking
• Cost Basis Gain/Loss Reporting
• Investment Classifications

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Webinar