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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 next slide-


Creators of killer applications for the Investment Advisor A full range of offerings to fill your needs. Sales Professional’s Helper Broker’s Helper Basic Broker’s Helper Advanced Investment Advisor’s Helper


Portfolio Management + Marketing + Time Management Explode your production goals by leveraging your time.

Fusion of Features: 

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

Fusion of Features: 

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

Investment Advisor’s Helper: 

Investment Advisor’s 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

Investment Advisor’s Helper: 

Investment Advisor’s 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


Print charts, graphs, and customized reports View client history in an instant Download prices and trades Work cleaner, faster…


See everything about your client on one screen, immediately, at your fingertips… Access Client Information Manage Portfolios


In a complete package that lets you find the information you need… As you need it.


Access Client Information

Ultra-Fast Find: 

Ultra-Fast Find Find a client or prospect instantly with only 2 letters…

Comprehensive Contact Log: 

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 client…on one simple screen!

Personalized Mass Mailings: 

Personalized Mass Mailings Fields auto-fill in our Mail Manager to simplify your mailings…

Customized Search Fields: 

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!

“Hands Free” Sales Manager: 

'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 who’s in and who’s not. Perfect for waging calling campaigns to drive revenue.

Complete Scheduling System: 

Complete Scheduling System With a click, find out what’s next in your day… Manage all your events and create to-do lists and action items for your whole team!


Manage Portfolios

AIMR-Compliant Portfolio Management: 

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…

Generate Hundreds of Reports: 

Generate Hundreds of Reports Easily deliver clear, visually-appealing reports… Customize reports or choose from a comprehensive array of pre-set templates.

Access Reports Anywhere, Anytime: 

Access Reports Anywhere, Anytime View reports on your laptop screen at a big client’s office or home…

View Individual Accounts: 

View Individual Accounts See asset allocation targets, risk allocation targets, and comparative indices… % in equity, % fixed, % cash, etc.

Easy Trade Posting*: 

Easy Trade Posting* Choose from 22 types of transactions, with instant access to Audit Trail… * If Price andamp; Trade Download is unavailable from your firm. …or post manually with block trading.

Instantaneous Flexible Householding: 

Instantaneous Flexible Householding Instant householding of accounts… …whether held in-house or outside.

Instant “What Ifs”: 

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.


Have all the answers… …before they ask for them.

For more information:: 

For more information: (513) 793-2240 [email protected] Download andamp; actually use our Free Trial Version


North American Software, Inc. Killer Apps for Aggressive Advisors

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