PRODUCTS

North American Software is preparing to launch a new software title that offers total mobility and significantly reduced distribution costs for small firms or thousands of users. The project has been in the research and development stages for a number of years, and after extensive testing and revision, is ready to go to market. The name of this new software platform has not yet been announced; until the official unveiling, the company is referring to the application as Version 6. Database access is centralized utilizing the latest remote data access technology. The Visual Basic-based program has been designed with Active-X based components, enabling firms to support thousands of users or ‘Virtual Teams” across either an Intranet or the Internet. The application design is focused around rapid turnaround for enhancement requests and product updates. Users of this new program can access the program from remote locations at any time. With advances in cellular technology, users can take their laptops to clients' offices and access data from remote. The sleek interface provides access to a number of features that have never before been available in North American Software's products, including: Time and Billing, with Invoice/Receipt Creation Project Management Emailing Reports to Clients (One-click Export to PDF Files) « click to view report images »

Sales Professional's Helper

Product Description Sales Professional’s Helper is the best CRM (customer relationship management) value on the market. It’s a schedule book, address book, and multifaceted sales tool rolled into one easy interface. Every client, long-term prospect, new lead, and business contact is two keystrokes away – ready for email and speed-dial calling campaigns, document merges with MS Office, and targeted marketing. Sales Professional’s Helper will remind you to follow up with clients the next day or next week, and automate much of the data-mining involved with the sales job. You can also sync it with your PDA and carry your database in your pocket. Get an edge on your competitors, who are already stuck on ACT, Goldmine, or Broker’s Ally. Who is it for?: In most cases, assistants and junior brokers use Sales Professional’s Helper in a workgroup setting. While the head broker uses Broker’s Helper or Investment Advisor’s Helper to manage portfolios, the other people on the network access the contact records to drive sales, build client rapport, and develop new prospects.  Sales Features: Speed-dial Datebook and address book hotsync with Palm OS devices Ability to merge contact information with MS Office files Customizable fields for each contact’s personal and financial information Target-marketing tools, such as screening and cross-referencing of data Ability to email clients directly from contact screen, eliminating the need to toggle between programs Sales lists for organizing clients by assets, location, holdings, or any other search criteria History log - from a single screen, records of every contact ever had with a client Icon-based marking of contact records, to show phone calls, faxes, appointments, meetings, mailing, travel and more Two-letter search for ultra-fast retrieval of records To-do lists, automated reminders, and commitment scheduling; for the single sales-gunner or for partners and assistants working across a network Customizabel schedule for workgroup management System Requirements: Price: Minimum: Pentium 133 MHz or higher; 64 MB RAM; 500 MB hard drive (storage) space; ability to read CDROMs; Win 95/98/2000/NT (call for pricing)

Broker's Helper Basic

Product Description Broker’s Helper Basic unites portfolio management and customer relationship management, converting your financial services office from a barge into a speedboat. Access all client records quickly and easily while you’re on the phone – spouses’ names, full account information, asset allocation, contact history, datebook scheduling, and much more are visible from a single, easy-to-read screen. Who is it for?: Many Broker’s Helper Basic users are younger brokers starting to build their client bases. The software’s tools for sales and marketing put the broker on the fast track to attracting new clients, by enabling him or her to process new prospects quickly and effectively.  Sales Features: Datebook and address book hotsync with Palm OS devices Ability to email clients directly from contact screen, eliminating the need to toggle between programs Sales lists for organizing clients by assets, location, holdings, or any other search criteria Ability to merge contact information with MS Office files Customizable fields for clients’ personal and financial information Speed-dial History log -from a single screen, records of every contact ever had with a client. Target-marketing tools Two-letter search for ultra-fast retrieval of records  Portfolio Features: Easy householding of accounts Full AIMR compliance in all reports Color graphics on charts, graphs, and reports Downloads of prices, transactions and account information from many wirehouses Product management 22 Transaction types Instant access to Audit Trail  Reports: Available in Broker’s Helper Basic and Advanced. Gain/Loss with Dividend Reinvestment Realized Gains and Losses Asset Distribution Monthly Income Schedule many more « click to view report images » System Requirements: Price: Minimum: Pentium 133 MHz or higher; 64 MB RAM; 500 MB hard drive (storage) space; ability to read CDROMs; Win 95/98/2000/NT (call for pricing)

Broker's Helper Advanced

Product Description Broker’s Helper Advanced is an advanced weapon for the aggressive advisor. It takes the portfolio management and customer relationship management of our Basic platform, and amplifies it with graphing, custom portfolio reports, and an array of advanced reporting features. Targeted sales campaigns and beefed-up client contact are just a few keystrokes away, and greatlooking account reports are effortless. Who is it for?: Advisors who choose Broker’s Helper Advanced are often established in their careers, but looking for a secret weapon to help them outpace their competition. The product helps the advisor automate most of the job, which opens up time for attracting new assets.  Sales Features: Datebook and address book hotsync with Palm OS devices Ability to email clients directly from contact screen, eliminating the need to toggle between programs Sales lists for organizing clients by assets, location, holdings, or any other search criteria Ability to merge contact information with MS Office files Customizable fields for clients’ personal and financial information Speed-dial History log -from a single screen, records of every contact ever had with a client. Target-marketing tools Two-letter search for ultra-fast retrieval of records  Portfolio Features: Available exclusively in Broker’s Helper Advanced. Time-weighted performance reporting “What if” capabilities Customized portfolio reports  Reports: Available exclusively in Broker’s Helper Advanced. Customized reports for individual client requests Performance Summary: Net of Fees, Gross of Fees « click to view report images » System Requirements: Price: Minimum: Pentium 133 MHz or higher; 64 MB RAM; 500 MB hard drive (storage) space; ability to read CD-ROMs; Win 95/98/2000/NT (call for pricing)

Investment Advisor’s Helper

Product Description Investment Advisor’s Helper is a deluxe suite designed for money managers. Portfolio management and customer relationship management merge with advanced timeweighted reporting and a full set of reports engineered for large-asset clients. Multi-million-dollar portfolios are easy to steer with Investment Advisor’s Helper, as the program is tailored for advisors with exacting performance-reporting needs. Advent, dbCAMS and others will be distant, hard to use memories once you and your staff review IAH. Available exclusively in Investment Advisor’s Helper.  Sales Features: Available in all Helper Series programs. Datebook and address book hotsync with Palm OS devices Ability to email clients directly from contact screen, eliminating the need to toggle between programs Sales lists for organizing clients by assets, location, holdings, or any other search criteria Ability to merge contact information with MS Office files Customizable fields for clients’ personal and financial information Speed-dial History log -from a single screen, records of every contact ever had with a client. Target-marketing tools Two-letter search for ultra-fast retrieval of records  Portfolio Features: Available exclusively in Investment Advisor's Helper. Portfolio modeling Asset allocation for block trading  Reports: Available exclusively in Investment Advisor's Helper. Performance reporting by asset class (Net of Fees and Gross of Fees) or by security Historical performance reporting Composite performance reporting Open Positions and Appraisal with Amortization Appraisal with Amortization, Appraisal with Income, and Fixed Income Appraisal Fixed Income Holdings, and Fixed Income with Amortization Advanced. Realized Gain/Loss with Amortization Asset Class Model, Industry Sector Model, Security Model, and Product Type Model Cash Flow Exceeding Threshold of 10%, and Cash: External Flow Cross Referencing Screening Master Transaction Summary Call for information on the other reports « click to view report images » System Requirements: Price: Minimum: Pentium 133 MHz or higher; 64 MB RAM; 500 MB hard drive (storage) space; ability to read CD-ROMs; Win 95/98/2000/NT.   Recommended: PIII 333 Mhz or higher, 256 MB RAM, 1 GB hard drive (call for pricing)