Please take a moment to fill in the information below so that we can send you an estimate. Contact Information * Indicates required field First Name* Last Name* Company Name* Address Line 1 Address Line 2 City State / Province Zip or Postal Code Country E-mail Address* Phone Number* Fax Number* Advisor Profile How many clients do you currently manage? (e.g. two IRAs and a joint tenant would be one client)* How many portfolios do you currenty manage? (e.g. 2 IRAs and 1 joint tenant would be 3 portfolios)* What are the total assets under management?* Do you use private money managers, e.g. Lockwood, SEI, etc?* Yes No Approximately how many transactions do you normally make per portfolio each month? Are you interested in Web Server Service? Yes No Will you require data base clean up? Yes No If so, please give a brief description What type of Portfolio Management Software do you use? Select One Advent CenterPiece Portfolio Center Other Would you require manual input for transactions that do not download by interface? Yes No Approximately, how many manually input portfolios would you need input per month? Would you require web page lookups and input for client retirement plans? Yes No If so, approximately how many accounts would require this service each month? Data Profile Source of Transaction Data* Name % Manual Entry TDAmeritrade Schwab Fidelity DST Pershing Rydex Other Total should equal 100% Composition of Data* Type of Asset % Mutual Funds Equities Options Variable Annuities Mortgage Backs Fixed Income Other Total should equal 100% Client Billing Services Will you require client-billing services? Yes No If so, how frequently do you invoice your clients? Select One Monthly Quarterly Semi-Annually Annually Other How many client-billing statements do you send? Client Reporting Service How frequently do you send your clients reports? Select one Monthly Quarterly Rolling quarters Other Do you send reports for: Individual Portfolios Family Groups Both How many reports are included in your client reporting package? How many of these report packages are sent out each reporting period? **If you are currently using a report(s) that you like, please e-mail or fax us a copy.** Comments How did you hear about Financial Support Services, LLC? Please type any additional question or comments below. Please type the word red to prove you're human. ..... .....
Please take a moment to fill in the information below so that we can send you an estimate.
Will you require data base clean up?
If so, please give a brief description
Approximately, how many manually input portfolios would you need input per month?
Client Billing Services
Will you require client-billing services?
If so, how frequently do you invoice your clients?
How many client-billing statements do you send?
Individual Portfolios Family Groups Both
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