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TAME™ Market Monitoring
Gone are the days of buy, hold and hope. Mathematical mutual fund monitoring tailored to each client provides the financial professional with all the tools necessary to show their clients that they have a planner they can count on!
- Individualized, daily mutual fund monitoring
- Regular client communications at the touch of a button
- Strategies and goals a client can understand...and feel good about
- Powerful and user friendly mutual fund graphing
We invite you to...
Request a free trial Request a three month trial of TAME™ Software ...completely free!
Contact our company
Please feel free to send us an email, or give us a call if you're too excited to wait another moment!
R.A.P. - Refer an Advisor Program New and existing subscribers can take advantage of our Refer an Advisor Program to get free monitoring!
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The latest TAME™ tips, tricks and ideas.....
Track dollar cost averaging strategies
The historic screen is not just a handy place to view previously actioned parameters. From this area, you can also set up TAME™ to advise you when a client's systematic reinvestment has completed:
1. Select the client from the drop down box
2. Choose an actioned fund
3. Click the "Systematic Reinvestment" button on the top left
4. Complete the on screen form, including Target Buys (if desired)
This reinvestment will now appear on your action list the day it is completed - even if the final buy-in was the result of a Target Buy being reached!