Software
Subscription Services:
(single User pricing, multiple User pricing is negotiable)
Portfolio
Creation & Maintenance (PC&M)
PC&M is
our integrated, comprehensive investment information and analysis
program providing portfolio creation and maintenance for a diverse
number of investment styles. It
provides all of the required information and databases necessary to
create and maintain our 23 standard model portfolios.
These portfolios are updated quarterly using step-by-step
maintenance procedures and quarterly performance is calculated for each
portfolio.
PC&M
combines our individual programs: Investor’s
Edge (IE), Portfolio Evaluator (PE), and Global Asset Allocation (GLOBAA)
along with a number of other investment information and analysis links
on one Graphics User Interface (GUI) main menu screen.
PC&M is a stand-alone computerized tool to create and
maintain portfolios of any size capital; up to $100 billion.
Requirements:
 | PC
with Windows XP, Vista, 7 |
| 200MB
free disk capacity
|
| Internet
connection
|
| B&W
or Color Printer
|
Having
PC&M and the above requirements available, you can conduct portfolio
management activities anywhere in the world; a resort, a mountain top,
on a ship, etc., and have the capability to outperform the
S&P 500
Index on a consistent basis.
| Subscription
Rates: |
|
Professional
Money Managers: |
|
More
than $1B under management (UM) |
$ |
10,000/month |
| Between
$500M and $1B UM |
$ |
7,500/month |
| Between
$250M and $500M UM |
$ |
5,000/month |
| Less
than $250M UM |
$ |
2,500/month |
|
|
|
|
|
Private
Investors: |
|
More
than $25M under management (UM) |
$ |
Professional
Rates Apply
|
| Between
$1M and $25M (UM) |
$ |
1,000/month |
| Between
$500K and $1M UM |
$ |
750/month |
| Less
than $500K UM |
$ |
375/month |
|
|
|
|
Subscription
prices for multiple installations are negotiable.
College
professors and retirees receive a 50% discount.
Investor's
Edge subscribers contact us to discuss
continuing use of this program in place of PC&M.
|
|
