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BOOKS™ and OverDrive™ provide a powerful compliance solution for everyone who clears through Raymond James, since the software was originally developed in co-operation with that firm.
BOOKS™ and OverDrive™ store your transaction data on your computer, thus giving you total control and ownership of your data. Access to your data is assured twenty four by seven, whether or not the home-office systems are currently available.
BOOKS™ and OverDrive™ provide a highly efficient way for you to capture and keep your client transaction records. New features in Version 8 of OverDrive™ allow you to import all transaction, account, and securities data, and totally eliminate manual data entry into BOOKS™.
The new AdvisorTools Internet Utilities are available free to registered BOOKS™ and OverDrive™ Users. CLICK HERE FOR MORE INFORMATION
Enhanced Customer Support is provided directly by AdvisorTools personnel, and is available by E-mail or toll-free telephone.
Your preferred subscription price will not change. You have many options for receiving invoices and making subscription payments. You may choose to receive invoices by mail or by E-mail (in the form of a WORD™ or ACROBAT™ document that you can print on your printer). You may choose to make payments by check, by automatic bank draft, or by debit or credit card. You may choose to pay monthly, quarterly, or annually, with discounts provided for annual payments.
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