The Helper Series for Financial Services effectively integrates contact management and portfolio management. Investment professionals improve their advisory services by providing their clients with great-looking reports, amassing more assets, and collecting more personalized data on each client. Many firms and clearinghouses download data into our software.

This software ships in four different versions, tailored to address the different needs of financial services professionals -- from the broker with a smaller book (Broker's Helper Basic) to money managers dealing with hundreds of high net worth clients (Investment Advisor's Helper).

Each program is surprisingly easy to learn and implement. Some of our clients use only a portion of the software's features and see a marked improvement in their efficiency and money-making abilities; others use the full toolset, and it revolutionizes the way they do business. Watch our quick slideshow to see screenshots and examples.

Whether you're a rookie or a seasoned vet, North American Software has a package designed to meet your daily needs and your budget.