Both comprehensive and incredibly easy to  use, the Helper Series for financial services professionals is distributed in 4  levels of increasingly powerful support systems that follow the career path of the Investment Professional. This allows you to start at the appropriate level  of software support and then, over time, as your needs and your clientele develop, you can upgrade to further levels of support with no loss of investment, no data conversion, and no re-training issues. The Helper Series is  available in both desktop and browser-based form. The new browser  versions - Sales Professional Helper.Com, Broker's Helper.Com, Broker's Helper Advanced.Com, and Investment Advisor's Helper.Com - offer the same functionality as the desktop versions but are web-enabled and can be distributed over the  Internet or an Intranet.

From rookie broker to senior Investment manager, North American Software has a software package designed specifically to meet  both your daily needs and your budget.

Level II of the Helper Series system, Broker's Helper, includes all of the target marketing and personal productivity features of Sales Professional's Helper, and adds the ability to create, maintain, and track your clients' portfolio  information in one powerful, easy to use interface. Broker's Helper includes product information and global reporting in addition to transaction and  portfolio management capabilities together with a wide range of built-in  portfolio perspectives and integrated charting. The program is available as a  desktop or a browser-based application.

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Level III of the Helper Series, Broker's Helper Advanced, contains all the powerful   functionality of both Sales Professional's Helper and Broker's Helper, and includes several additional features. The program is available as a desktop or a   browser-based application.

In addition to providing detailed contact relationship management, personal productivity, and product and portfolio  management features, Broker's Helper Advanced includes time weighted portfolio performance reporting, total custom report generation, and innovative   "What-If" capabilities.

With the advanced level of Broker's Helper, you can  see your client's portfolio information in any way you, or they, would like to  see it. You can use the powerful performance reporting to keep yourself and your clients abreast of exactly how well their investments are doing, either for a  single account, or a series of house-held accounts. Also, with "What-If"  iterations, you can quickly and easily analyze exactly how and where proposed  investment modifications will effect a portfolio, complete with charting, long  before any permanent trades need to be made.

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Level IV of the   Helper Series system, Investment Advisor's Helper, our flagship product,   offers all of the power and flexibility of Sales Professional's Helper, Broker's Helper, and Broker's Helper Advanced, cumulatively, and then takes one step  forward to support the Investment Advisor. The program is available as a desktop  or a browser-based application.

As with the previous levels of the Helper Series, Investment Advisor's Helper offers a full range of in-depth support  features, including advanced contact relationship management, target marketing,  personal productivity, product management, transaction and portfolio management,  detailed portfolio reporting with charting, time weighted performance reporting,  custom portfolio report generation, and "What-if" capabilities.

What separates Investment Advisor's Helper is  the addition of functionality designed specifically to support the Portfolio  Manager, including asset allocation for block trading, portfolio modeling,  performance reporting by asset class, performance reporting by security,  historical performance reporting, composite performance reporting, and many  other managerial and client portfolio reports.

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Put Your Client Database on the Web for All of Your Representatives Use

Helper Series.com, the new browser-based versions of the Helper Series, can replace or complement traditional desktop versions by offering total mobility and significantly reduced distribution costs for small firms or thousands of users. Database access is centralized utilizing the latest remote data access technology. The Browser-based version of the Helper Series replaces or complements a desktop application 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 turn around for enhancement requests and product updates.

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Designed to operate on an Intranet or Internet, users can access the program from remote locations at any time. Additionally, with advances in cellular technology, users can take their laptops to clients' offices and stay in real time with their client relationship and scheduling needs.

The Browser based versions offer all of the same functionality found in the Desktop versions, including the same easy to use design and approach. All versions the the Helper Series are available in browser form, including Sales Professional Helper, Brokers Helper Basic/Advanced, Investment Advisor's Helper, Lawyer's Helper, Consultant's Helper, Small Business Helper, and Professional's Helper.

For more information, contact a Sales Representative at 800.831.7636.

Server Requirements

Windows NT Server with Internet Information Services

Client Requirements

Windows 95/98/ME/NT/2000 with Internet Explorer 4.0+

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Note: To order Broker's Helper, please call 800.831.7636 or email sales@software4advisors.com.

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North American Software, Inc.