Introducing BOOKS & OverDrive
Agenda
PPT Slide
BOOKS is time tested.
How BOOKS Works
BOOKS Saves Money
Order & Client Records are Kept Locally
Sample BOOKS Order Ticket
Sample BOOKS Mutual Fund Order Ticket
BOOKS Prepares Blotters
Remote Auditing
BOOKS Enhances Advisors’ Productivity
Sample of View Screen in Entry Date Order
No More Paper!!!
Summary: What does BOOKS do?
What is Required to Run BOOKS?
OverDrive
What does OverDrive do?
OverDrive Retrieves Information
Summary: What does OverDrive do?
What is required to run OverDrive?
How to Purchase BOOKS or OverDrive or See a Live Demo
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