Please click on the
application below that you are interested in. You will
see a more detailed explanation. You can also download
a free 30 day trial from that page.
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WealthSpring |
| is
designed for the Individual Insurance Representative or Financial Planner. All of our programs are net workable
and can grow as you do. |
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Syndicate |
| is designed for Broker Dealers, MGA's,
OSJ's or the Insurance Company/Investment Company. If
you are responsible for the compliance issues in your
office, you should look at this program.
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Affinity |
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is a Small Office/Home Office application. It has
many features that WealthSpring and Syndicate have.
It is an excellent marketing product. |
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Add In
products for our main programs...Call for pricing
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AGI
3.0 |
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Automatic Group Imports works with the
WealthSpring and Syndicate
programs. It allows you to take a Groups Employee
information and import it into their record with out
having to enter it manually |
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Uniport 3.0 |
Uniport 3.0 is an add-in for WealthSpring.
Uniport 3.0 will allow you to import to or export from WealthSpring.
You can import or export data in dBase III, Comma Separated Value (CSV), and Fixed Field Format (SDF).
Import leads, orphans, or other lists into either Client, Agent, or Vendor tables in WealthSpring.
Export Client, Agent, and Vendor data to use in other software packages, including word processors, spreadsheets, or
information managers.
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Securities Log |
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The Securities Log works with the WealthSpring
and Syndicate programs only. This is
a Blotter used to track money coming in and out of your
office. |
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ScanApp
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The ScanApp program is designed to give you more control over
the documents you scan. ScanApp uses the scanner interface
that comes with your scanner but utilizes the History feature
of Affinity, WealthSpring, and Syndicate. With just one click,
you can integrate the cataloging and retrieval of your scanned
images or documents.
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TrackDown
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DST TrackDown 3.0 is an add-in program for WealthSpring that allows you to update share transactions and equity account balances electronically. The data it uses must be in a structered format defined by DST Systems, Inc. DST provides this information in a series of text files that registered users can download at any time from their FTP site. They call this system FAN Mail®. In order to begin receiving this data, you must contact DST Systems, Inc. and inquire about the FAN mail system. |
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Call Today (888) 668-MOUNTECH (668-6832) |
Using Timenator will increase your marketing
capabilities as well as increase your
profitability. 
