Annual Rental
The cost-effective way to get started. Prices include software upgrades & enhancements and live one-on-one technical support. Easily scaleable with additional workstation licenses. No long-term sales contract. The solution for small firms and new startups.
Prices start at $3,950/yr
One-Time Purchase
Our one-time purchase option is designed for companies that want to control long-term software costs and is offered with or without an annual software update plan. The system is easily scalable wit the purchase of additional workstation licenses. Purchased systems can be customized to suit individual customer requirements.
Prices start at $11,850
Source Code Purchase
This option is intended for companies wanting to create their own management system. Using our framework you can reduce your develop time and cost. We provide optional technical support, training and contract programming services to help you through the customization process.
Call for pricing
1-Stop Administrator
1-Stop Administrator is a highly cost-effective investment account management system designed for mutual/segregated fund dealers, investment firms and deposit brokers.Administrator for MS-Access is intended for a maximum of 8 concurrent users and is utilizes the popular Microsoft Access database. This is the ideal solution for small firms that want to minimize both their software and hardware costs. A simple upgrade path is available to Aurora.
Prices start at $3,950/yr
Administrator for SQL-Server is designed to operate on MS SQL-Server and is a true client-server application with no limit to the number of concurrent users. This version is intended for medium to large companies where performance is essential. This version is required when using Internet services such as CNet and WebAdvisor.
Prices start at $5,950/yr
Comprehensive Business Management
1-Stop Administrator has a comprehensive set of features to mange each aspect of investment business.
- Client management
- Portfolio reporting
- KYC/Compliance checks
- Investment account management
- Transaction processing
- Commission accounting
- Business management
- Product profiles and analysis
- Marketing & prospecting
- Automated equity pricing
- Trust accounting
- Life/Disability/Group Insirnace case management
Diversified Portfolios
1-Stop replaces the multiple systems you may currently be using to manage different types of investments. Although 1-Stop includes many special features for the management of funds it can be used equally well to manage portfolios with the following types of investments.
- Funds - Mutual, Segegrated, Pooled, Hedge
- Stocks
- Bonds
- GICs & term Deposits
- Money-Market Accounts
- Annuitiies
- Accumulation Plans
- Tangible Assets
- Unversal Life and Money-Backed Insurance Products
Special Features
The following is a list of important features that most companies are looking for when considering an investment management system. If you don't see what you are looking for in this list, call us for more information and download our Product Outline.
- ESG/FudSERV standards compliant
- Electronic wire-ordering of fund transactions through FundSERV
- Automated account, transaction and commission file processing
- Automated compliance-checks
- AIMRS/MFDA compliant investment performance calculations
- Portfolio allocation models
- Automated batch-switching/block-trading of fund accounts
- Integrated system security systems with user access controls
- Integrated trust accounting - multiple currencies
- Integrated commission accounting - multi-tiered
- Unlimited branches and salesreps
- Graphic portoflio reports
- Multiple client statement formats
- Electronic document management
- Integated Life/Disability/Group insurance case management
- Interfaces with Agency Manger from Applied Systems
- Assets can be valued in multiple currencies
- Suitable for use in both Canada and United States
On-Going Support and Development
1-Stop is based on the Axis system which has been used by dozens of investment companies across Canada over the last 20 years. The systems is updated on a regular basis to conform with industry standards and changing needs of our customers.
Easy Terms & Additional Services
We make our systems affordable and include both software updates and support in our contracts. We want you to be successful using 1-Stop.
All software contracts include the following:
- limited term software contract (1-Year)
- software updates and version releases included at no additional cost
- 8-hours of one-on-one telephone support (annually)
- unlimited on-line technical support
- up to 8-hours of on-line interactive training
Licensing is based on a concurrent users not indiidual users which means fewer workstations to service a large number of periodic users. Base systems include both Server and 1 Workstation license. Addtional workstation licenses can be added at anytime and come in two classes: Administrator and Inquiry.
MS-Access Base Price: $3,950/yr CDN$
SQL-Server Base Price: $5,950/yr CDN$
Additional Administrator Licenses: $500/yr *
Additional Inquiry Licenses: $300/yr *
* Volume discounts available
(Prices do not include applicable sales taxes)