December 2009
5 posts
BARS Screens
<p style=”visibility:visible;”><p style=”white-space:nowrap”> </p></p> Posted via email from Baysys Technology Blogsby www.socialnetgate.com | Comment »
Flexible and easy! http://ping.fm/IptKi
Flexible and easy to use
BARS was designed to be able to work with just about any Portfolio Management System (PMS); Axys®, Portfolio Center®, etc. The PMS simply needs to be able to output a file that contains the market values of each position. This can be done in either system using extracts or other tools. BARS takes an import of this information each period, and then applies the rules that have been defined for each...
Fee Discounts
Advisors may want to apply discounts to a fee for an account or household. However, setting up discounts and managing them can be cumbersome and error prone. BARS enables you to define a discount, give it a name that is meaningful, and then once defined, this discount becomes available to all other accounts. You can also add a “reason” or short description, such as, “Your fee has been reduced 10%...
