1-Stop Agency

1-Stop Agency is a highly cost-effective investment account management system designed for insurance brokers, deposit brokers and branch offices of fund dealers and investment firms.

Agency Base Price: $1,999 /yr CDN$

Comprehensive Business Management

1-Stop Agency has a comprehensive set of features to mange each aspect of investment business.

  • Client management
  • Portfolio reporting
  • KYC/Compliance checks
  • Investment account management
  • Transaction processing
  • Business management
  • Product profiles and analysis
  • Marketing & prospecting
  • Automated equity pricing
  • Life/Disability/Group Insirnace case management

Diversified Portfolios

1-Stop replaces the multiple systems you may currently be using to manage different types of investments. Although 1-Stop includes many special features for the management of funds it can be used equally well to manage portfolios with the following types of investments.

Funds – Mutual, Segegrated, Pooled, Hedge
Stocks
Bonds
GICs & term Deposits
Money-Market Accounts
Annuitiies
Accumulation Plans
Tangible Assets
Unversal Life and Money-Backed Insurance Products

Special Features

The following is a list of important features that most companies are looking for when considering an investment management system. If you don’t see what you are looking for in this list, call us for more information and download our Product Outline.

ESG/FudSERV standards compliant
Automated account, transaction and commission file processing
Automated compliance-checks
Industry standard time-weighted performance calculations
Portfolio allocation models
Automated batch-switching/block-trading of fund accounts
Integrated system security systems with user access controls
Unlimited salesreps
Graphic portoflio reports
Multiple client statement formats
Electronic document management
Integated Life/Disability/Group insurance case management
Assets can be valued in multiple currencies
Suitable for use in both Canada and United States
On-going Support and Development

1-Stop is based on the Axis system which has been used by dozens of investment companies across Canada over the last 20 years. The systems is updated on a regular basis to conform with industry standards and changing needs of our customers.

Easy Terms & Additional Services

We make our systems affordable and include both software updates and support in our contracts. We want you to be successful using 1-Stop.

All software contracts include the following:

limited term software contract (1-Year)
software updates and version releases included at no additional cost
6-hours of one-on-one telephone support (annually)
unlimited on-line technical support
up to 6-hours of on-line interactive training
Licensing is based on a concurrent users not indiidual users which means fewer workstations to service a large number of periodic users. Base system includes both Server and 5 Workstation licenses. Addtional workstation licenses can be added at anytime and come in two classes: Administrator and Inquiry.

Agency Base Price: $1,999/yr CDN$

Additional Seat Licenses: $300/yr *

* Volume discounts available

(Prices do not include applicable sales taxes)