State-of-the-art in its diversity and comprehensiveness, dbCAMS+ offers integrated contact management, billing and invoicing, financial reporting, and electronic data interfaces with numerous transaction vendors and financial planning packages

Portfolio and Practice Management Combined in One System

dbCAMS+ has been supporting offices of all sizes since 1981, and continues to be a premier practice management system, including an impressive combination of portfolio tracking, financial reports, and client management.

Portfolio Management is the cornerstone of dbCAMS+, enhancing your ability to monitor the progress of each client portfolio while achieving their financial goals.

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dbCAMS+ uses client and investment data to produce current and historical reports and graphs. Choose from a variety of flexible reporting options to create individualized reports which meet diverse client needs.

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A variety of reports allow you to measure the performance of investments and compare to benchmark indices if desired. Our comprehensive performance statement enables you to report portfolio gains, losses, performance, and activity for up to five periods.

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dbCAMS+ is not only an excellent tool for communicating a clear financial picture, it can be used to build and maintain a quality relationship with the client. Integrated contact management features make it easy to stay on top of your schedule and provide quality client services.

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Data consolidation is the key to creating financial reports. dbCAMS+ is the industry leader in providing interfaces to data providers.

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No portfolio management system would be complete without tools to support an advisor's advanced needs. dbCAMS+ satisfies all your back-office demands.

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FCSI Annual Maintenance and Support Fees (Effective November 30, 2001)

Pricing of annual maintenance and support for dbCAMS+ and dbLITE is based upon seats. A seat is defined as the total number of simultaneous people logged into the system at a single site. A site is defined as any single office that operates under one book of business maintaining one centralized database for FCSI software. If multiple books of business occupy the same office, then each book of business is required to have a separate licensed installation of our software. Additionally, 'branch' offices under the same book of business are considered separate sites.

The fees quoted below are Annual Maintenance and Support fees only. These DO NOT include the initiation fee of the software or additional seats. Please contact our Sales Department (301 533-1900) for current software pricing information.

FCSI’s research indicates these fees are 10% lower, on average, than our competitors.
dbCAMS+ Annual Maintenance and Support Fees (if Licensed AFTER 09/01/1999)

» Seat 1 Seats 2 - 5 Seats 6 - 10 Seats 11 and over
$1,440 $220 each $110 each $54 each

Example: No. Seats 1 2 3 4 5 6
Annual Fee $1,440 $1,660 $1,880 $2,100 $2,320 $2,430

dbCAMS+ Annual Maintenance and Support Fees (if Licensed BEFORE 09/01/1999)

» Up to 10 Seats Seats 11 and over
$1,440 $54 each

Example: No. Seats 10 and under 11 12 13 14
Annual Fee $1,440 $1,494 $1,548 $1,602 $1,656

Note: For users who pay quarterly or annually, the fee will adjust on your anniversary date, not before.

To order dbCAMS+, please call 800.831.7636 or email sales@software4advisors.com.

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FCSI Billing Terms & Policies
(Effective 06/20/2001)

FCSI follows commonly accepted business practices concerning billing for accounts. FCSI reserves the right to modify this policy at any time in its sole discretion on a case-by-case basis.

FCSI's standard payment terms are net 30 days. As a courtesy, we allow an additional 15 days to account for mailing inconsistencies.

For past due accounts:

45 days past due
On the 45th day of non-payment FCSI sends a letter to the user in question reminding the user that we have not received payment. This letter allows the user an additional 10 days to make payment.
60 days past due
On the 60th day of non-payment, FCSI denotes that user as delinquent in our database. This immediately denies additional services (Help Desk and Web Site access) to the non-paying user's office.

90 days past due
On 90th day of non-payment, FCSI sends a final letter to the delinquent user informing the user that all FCSI provided services will no longer be available and that the user is considered inactive and delinquent.

105 days to the 180 days past due
Any inactive delinquent user may utilize FCSI services again by remunerating FCSI for the past due account as of the 90th day and any additional License and Support Fees that would have been charged on a pro-rata basis up through the 180th day. Any inactive delinquent user reconciling with FCSI during this time frame will do so at then current new user conditions, terms, and rates. Please note that new user conditions and terms immediately imply up-front, non-refundable annual dues and per seat fees.

After 180 days
Any inactive delinquent user must fully re-purchase FCSI services at then current market rates as a new user at then current new user conditions, terms, and rates.

 

FCSI | 14 Commerce Drive | Oakland, MD 21550