Alex - software pro finanční poradce

The Alex® program provides records of Contacts, Clients, Contracts, Commissions, Alerts (tasks), Birthdays, Products, Providers ...

It also includes an Investment Broker Diary. It is a good solution not only for independent financial advisors, but also for advisors who need to keep track of their subordinates' share of commissions.

There are 50 minutes of VIDEOS of working with the program (you run it on your PC and just watch) available on the web or CD. Alex will make your job significantly easier as you won't have to go through paper documentation over and over again regarding your contacts, clients, contracts, notices, appointments, etc.

After entering the initial data about your contacts, clients and their contracts, you'll be rewarded with the ability to search and sort the data at will, as well as print different reports based on your needs at the time. We've incorporated 12 years of experience programming accounting software and the experience of the financial advisors we work with into the development of the program.

The program is also being developed based on user needs and comments. If you have something that would be of benefit to a wider range of users, please email us.