Take Your Business
To A Higher Level

Portfolio Design
Investment Research
Software & Systems

System Requirements

What You Need To Use Our System

Good equipment and software makes our service run better


  • A reasonably modern PC
  • Microsoft Windows XP Home (or better) as the operating system


  • Microsoft Access XP or later
  • Microsoft Word XP or later
  • Microsoft Excel XP or later
  • Alternatively, you can get all three of these in Microsoft Office XP Professional or later
  • Adobe Acrobat Reader


  • A high-speed internet connection

Data Feed

  • A data feed from your company containing all your client information