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14 Commerce Drive
Oakland, MD 21550 |
sales@fcsi.com
webmaster@fcsi.com
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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.
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