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Products: Ontra+ Products: Ontra+
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    14 Commerce Drive
    Oakland, MD 21550

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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.

If you are interested in downloading a free evaluation copy of the software, click here to complete a short questionnaire. The information you provide assists us in fitting you with the best PLUS product for your office.