BOOKS Enhances Advisors’ Productivity
Instantly see all trades on screen, sorted by name, account number, security symbol, entry date or trade date
See client’s cost basis on every trade.
Take notes on client conversations right on screen -- easily find and read them later!
Compute commissions and net amount on stock trades automatically.
See account information like income, net worth, objectives in seconds.
Compute number of shares you can buy for a certain amount of money.