Investment Counseling / Financial Planning s/w recommendations?

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1 total messages Started by Bob Kitzberger Sat, 07 Jul 1990 06:32

#3291

Author: Bob Kitzberger
Date: Sat, 07 Jul 1990 06:32

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I'm posting this for my brother, who is a Certified Financial Planner.  I've
given him my Macintosh to help in maintaining client records, addresses, 
etc.  BUT... since I'm 2,000 miles away, I can't handhold nor write custom 
software for him.

So I appeal to the Vast Net Experience to toss recommendations my way of 
Macintosh applications targeted to investment counselors.  I'd really 
prefer to find a reasonable vertical-market solution rather than piece one
together myself out of word processors, spreadsheets, and dbms' ;-)

Any pointers or recommendations appreciated!!!  Send e-mail, if there is 
enough interest I'll summarize to the net.

Thanks,

	.Bob.
-- 
Bob Kitzberger               Internet : rlk@telesoft.com
TeleSoft                     uucp     : ...!ucsd.ucsd.edu!telesoft!rlk
5959 Cornerstone Court West
San Diego, CA   92121-9891   "There's too much caffeine in your bloodstream..."
(619) 457-2700 x163                                              -- The Smiths
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