Welcome to

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Welcome to
North American Software, Inc.
Killer Apps for Aggressive Advisors 19 years of
experience (est. 1983)
-Click anywhere on the screen to advance to the
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Creators of killer applications for
the Investment Advisor A full range of
offerings to fill your needs.
Investment Advisors Helper
Brokers Helper Advanced
Brokers Helper Basic
Sales Professionals Helper
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Portfolio Management Marketing Time
Management Explode your production goals by
leveraging your time.
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Fusion of Features

• Easy to use interface designed to work the way
  you do
• Collects, gauges, and shows your clients'
  portfolio information

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Fusion of Features

• Accesses product information, global reporting,
  transactions,  portfolio reports, and colorful
  graphics
• Integrated targeting and productivity features

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Investment Advisors Helper

• Full range of in-depth support  features
• advanced customer relationship management (CRM)
• target marketing
• personal productivity
• product management
• transaction and portfolio management
• detailed portfolio reporting with charting,
  time-weighted performance reporting
• custom portfolio report generation
• "What-if" capabilities

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Investment Advisors Helper

• Functionality designed specifically to support
  the Portfolio Manager or Investment Advisor
• asset allocation for block trading
• portfolio modeling
• performance reporting by asset class
• performance reporting by security
• historical performance reporting
• composite performance reporting
• many other managerial and client portfolio
  reports

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Print charts, graphs, and customized reports
View client history in an instant
Download prices and trades
Work cleaner, faster
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Access Client Information
Manage Portfolios
See everything about your client on one
screen, immediately, at your fingertips
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In a complete package that lets you
find the information you need
As you need it.
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Access Client Information
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Ultra-Fast Find
Find a client or prospect instantly with only
2 letters
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Comprehensive Contact Log
View a complete history of every contact made,
all listed in chronological order
See every phone call, email, fax, letter,
appointment and meeting for your clienton one
simple screen!
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Personalized Mass Mailings
Fields auto-fill in our Mail Manager to simplify
your mailings
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Customized Search Fields
Quickly choose from information categories
detailing everything about your client. Or
create your own
Then compile a sorted list based on your fields!
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Hands Free Sales Manager
With a click, speed dial your clients, or list
dial and note the results busy signal, left
message, will call back, etc.
Know whos in and whos not. Perfect for waging
calling campaigns to drive revenue.
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Complete Scheduling System
With a click, find out whats next in your day
Manage all your events and create to-do lists and
action items for your whole team!
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Manage Portfolios
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AIMR-Compliant Portfolio Management
Easily download daily prices and trades from
several companies, with multi-firm capability
Prudential, UBS/PaineWebber, Salomon Smith
Barney, Schwab, and many others
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Generate Hundreds of Reports
Easily deliver clear, visually-appealing reports
Customize reports or choose from a comprehensive
array of pre-set templates.
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Access Reports Anywhere, Anytime
View reports on your laptop screen at a big
clients office or home
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View Individual Accounts
See asset allocation targets, risk allocation
targets, and comparative indices
in equity, fixed, cash, etc.
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Easy Trade Posting
Choose from 22 types of transactions, with
instant access to Audit Trail
or post manually with block trading.
If Price Trade Download is unavailable from
your firm.
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Instantaneous Flexible Householding
Instant householding of accounts
whether held in-house or outside.
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Instant What Ifs
Propose changes in asset distribution, then show
side-by-side comparisons with charts and graphs
Collect more assets by showing your advice in
action.
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Have all the answers
before they ask for them.
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For more information
[phone] Sales_at_nasoftware.com Download
actually use our Free Trial Version
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North American Software, Inc.
Killer Apps for Aggressive Advisors