REPORTS MANAGER

AIS sets up a frame work for your report, you can then upload your report, preview it before its made active, remove old reports whenever you want. The system will also help detect errors in your files and alert you to the fact. You can even correct the problems on screen.

DOCUMENT MANAGER

AISs document manager handles many things like Newsletters, Articles, List (like this page), Meeting notes and many more things. We can also handle any media type from pdfs to wavs. You can mix and match as you need as well. This is by far our most popular tool.

DATA AUDITING

Our system audits most actions your users can perform especially in the tools administration area. This is very helpful if you need to track down who changed what and when. We can also audit custom data should you need it.

ROLODEX W/EMAIL MANAGER

The rolodex is a great way to track client info, or share vendor info with your investors. Once running you can then you the email merge too to create mailing lists, and send personalized mass emails. Great way to send out newsletters and other information by email.

QUESTIONNAIRE

If you want to know what your investors are thinking, the questionnaire is perfect for you. Create your questions, set the flight date and watch as the data comes in. You can also make the questionnaire private or public and our great reporting tools help you to get summary information quickly and easily.

MULTI LEVEL USER ACCOUNTS

AIS has spent time developing a user system that allows for ample configuration by you to achieve the necessary access your users should have. From anonymus users to super users and admins. Our system can set up to meet all your needs.

SECURE DOCUMENT MANAGER

If you need to deliver documents to your clients and email is not secure enough you can do so via the secure document manager. Once you post your secure document your users will receive an email telling that a secure document is ready for them to pick up. After they have authenticated themselves they can retrieve the document.

STAFF BIOS

Many times its good for you investors to know when they are investing with. Here we can build you a system by which you can load in or update your staff's bios. We can then add front end components to make you site feel more cutting edge and add the eye candy we all love.

NEW CLIENT ACQUISITION

Many time new clients need to fill out lengthily forms before they can invest. Then someone in your office needs to review the form then reenter the data into the system. Well this is where new client Acquisition comes in. We collect the data for you, apply your logic for what is acceptable answers or not, highlight such data then allow you to approve or reject the user. Once approved there is no need to reenter the data. Have more than one system, we can produce export files in whatever format you need for the other systems. Additionally a nice side effect is that all you data is stored in an easily accessible location.