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HD VEST, Inc. Rep Desktop
III - PAGE 1
Back-Office Software Short List
Software Package
Company
Platform
Est. Software Costs
Database
PC Front-End
Interface w/ Clearing Firm
Imaging Available
? Phoenix
? Phase 3
Sungard
?Financial DB Systems
Ceasar
?ABC
Pershing
? BCATS
Secutron
AS/400
?Kingland
AS/400
?Operations Plus
Techmate
?Back Office Software Systems
Rep Software Short List
Based on the following Rep desktop information requirements a short list for each package that would potentially fit the needs of the Reps in the following software areas: CIM, FP, ROE, and investment research package.
Client Investment Monitoring
Software Package
Company
Platform
Software Costs
Database
Monthly Fee
Windows
?ADAM
Coros Technologies
PC/DOS
$750
Proprietary
18% per year
No
?Axys
Advent
PC/Windows
N/A
N/A
N/A
Yes
?Captool
, Inc.
PC/DOS
$499
N/A
40% per year
Late 1995
?Microshaw
Shaw Data Services
PC/Windows
$1200
Quadbase
N/A
N/A
?Brokers Choice
Brokers Choice
PC/DOS
$499
dBase
20% per year
No
?Brokers Notebook
Brokers Notebook
PC/DOS
$300
Btrieve
$200 per year
Yes
?FastPlan III
Abacus Data Systems, Inc.
PC/DOS
$499
Phase III
N/A
No
?Investors Accountant
Hamilton Software
PC/DOS
$395
Proprietary
N/A
N/A
?EZ Data
EZ Data, Inc.
PC/DOS
N/A
Ctree
N/A
N/A
?dbCams+
Financial Computer Support, Inc.
PC/DOS
$1495
Foxbase
$75 per month
Late 1995
?Total Resource
Wilson Associates
PC/DOS
$2995
Btrieve
$1400 per year
No
?Centerpiece
Performance Technologies, Inc.
PC/DOS
$895
Proprietary
$150 per year
No
?Money Maker
Q-West
PC/Windows
$99
N/A
N/A
N/A
?Datamax
National Datamax
PC/DOS
xbase
$95 per month
No
Rep Software Short List
Financial Planning
Software Package
Company
Platform
Software Costs
Database
Monthly Fee
Windows
?Ibbotson
?Total Resource
Wilson Associates
MS/DOS
$2,995
?Easy Money Plus
MoneyTree Software
Lotus or Excel
$500
$200/year
?ExecPlan
Sawhney Software
$1m995
$695/year
Rep Softwa
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