"Just
a note to let you know how pleased I am with your entering
all of my investment records into the Portfolio Record
Keeper for me. What a super service!!"
"Very
many thanks in getting my portfolio updated. I really
appreciate your friendly, prompt help."
So you've purchased BetterInvesting™ Portfolio Manager or the Investment Account Manager but need some help getting started. Or maybe you just can't find the time to enter your past data for your portfolios or you've fallen behind on your data entry, and need some help catching up... Well, you're not alone! Users of these programs, both new and existing, have repeatedly asked us to provide data entry, and we're happy to now offer this affordable service.
Our experience as the program developers, and as State of Wisconsin registered investment advisors, provides us with the unique tools to get your data into Portfolio Manager or Investment Account Manager quickly and accurately. So, while you spend time reviewing and learning our software’s many useful portfolio management tools, we’ll spend time entering your data.
To find out more about this time saving service, please call us at 800-247-6354. Or, email us (info@quantixsoftware.com) to receive more information. We will be happy to contact you to discuss your needs, explain our services in greater detail, and provide a time estimate for entering your past investment transaction history.
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To: QUANT IX SOFTWARE,
Inc.
Subject: NAIC Software
– Portfolio Record Keeper
Just a note to let you
know how pleased I am with your entering all of my investment
records into the NAIC Portfolio Record Keeper for me. What a super
service!!
I knew at the time of
purchasing the Portfolio Record Keeper, that this was a task important
to be done if I was to enjoy the full functionality of the PRK
application. Unfortunately, like so many other things, I procrastinated
and didn’t get at it right away. I seemed to always find
an excuse. Maybe I was just intimidated by the thought of getting
everything organized or starting it and then getting bogged down
because of not doing something right or running out of time to
do it. It really isn’t that complicated. Actually, it is
no different than having to mow my lawn. I can certainly do it
myself but it is so much more convenient to hire someone else
to take care of it for me.
So, when I contacted
your office and asked if you would provide such a service, I was
relieved to learn that you did and at a very reasonable fee! Today
I am now using PRK to assess the performance of each of my investments
to see if they’re providing me the growth and returns to
meet my investment objectives. Hey, who knows, maybe I’ll
be asking next if you would do an independent assessment of my
portfolio against my investment objectives. If you can also provide
this service, let me know.
Thanks again and keep
up the excellent work with the Portfolio Record Keeper.
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Dear Matt &
Peter,
Your Data Entry
Service was extremely helpful to me.
When I upgraded
my PC I had not saved all my latest Stock information - so my
portfolio was in a mess. I sent you all my Waterhouse statements
and you cleaned up my portfolio, corrected all the mistakes I
had made and brought my PRK to balance to the penny with my Waterhouse
statements! You were a Godsend to me because at this point in
my life I do not have the extra time to start again from scratch
- entering all the data into my PRK - I own too many stocks!
I highly recommend
your Data Entry Service to everyone. You did it all in a relatively
short amount of time. It saved me hours of frustration at my computer.
I really appreciate
your prompt and friendly help.
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