1-Stop Agency
1-Stop Agency is a highly cost-effective investment account management system designed for insurance brokers, deposit brokers and branch offices of fund dealers and investment firms.
Agency Base Price: $2,499/yr CDN$
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
- 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
- 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 commission accounting
- Unlimited 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
- 6-hours of one-on-one telephone support (annually)
- unlimited on-line technical support
- up to 6-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 system includes both Server and 5 Workstation licenses. Addtional workstation licenses can be added at anytime and come in two classes: Administrator and Inquiry.
Agency Base Price: $2,499/yr CDN$
Additional Administrator Licenses: $500/yr *
Additional Inquiry Licenses: $300/yr *
* Volume discounts available
(Prices do not include applicable sales taxes)