Designed with the entrepreneur in mind, Ontra+
puts your business in motion. This easy-to-use system
helps you develop prospects and build client relations,
advance client communications, and track and report
holdings. With Ontra+, you'll maximize your potential
while growing your practice.
Easy Entry Data Screens
Position-based Investment Tracking
Snapshot Position Reporting
Integrated Contact Management
Automated Client Relationship Tools
"At-a-Glance" Calendar with Reminders
Staff Scheduling and Task Assignment
Client Interaction Note Journaling
Introductory Production Reports
One-click Access to On-line Performance Information
Familial or Individual Reporting
MS-friendly Mail Merge and E-mail Functions
Internal Backup Capabilities and System Support
Tools
Contact an FCSI Solution Provider toll free
at 877 432-2267 to sign up for a free webinar
demonstrating the power and flexibility of our
PLUS Product Line.
Client
Presentation Reports:
Snapshot reporting is effortless with Ontra+'s
right-click Quick Reports feature. Easily generate
all-encompassing family reports or individual,
owner-specific presentations, both featuring
eye-catching graphics. Best of all, Ontra+'s
minimalist reporting options makes client reporting
quick yet flexible.
The following sample reports were generated
in PDF format. Click on a link to view the report.
Note:Adobe®
Acrobat® Reader is required to view full-scale
reports.
