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Partnership Software demo

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Partnership Software

PARTNERS SYSTEM

Partnership Software calculates allocation of distributions to limited partners, tax return schedule k-1s, distribution checks, broker commissions and management reports. Allocation of Management Fees and Partnership Expenses to Investors. Customized professional looking color Investor Statements with the partnership logo, name, address and phone. Customized allocation formulas based on guaranteed return, high water marks, and other incentive factors. New Windows Version runs on office computer network with remote access available via the internet. $2595.

View sample investor statement PDF
View Sample Investor Statement
View sample annual summary report PDF
View Sample Annual Summary Report
View sample capital account reconciliation report PDF
View Sample Capital Account Reconciliation Report

POWERSCAN SYSTEM

new Powerscan Investor Display Software with windows graphical point and click interface provides electronic version of the widespread manual ledger card investor tracking system. Rows are color coded to distinguish between investor accounts with investments, withdrawals and no activity. $1795.

View sample investor master list PDF
View Sample Investor Master List
View sample distribution report PDF
View Sample Distribution Report
View sample distribution check PDF
View Sample Distribution Check

ACCESS SYSTEM

Investor Internet Access Software allows investors to log in via the internet to the Partnership Web Site and view/print quarterly statements and other partnership reports. Connects to the PARTNERS System SQL database for real-time information. $1795.

Launch investor internet access demo system
Access Demo System

INSTALLATION

Load partnership software, set up customer parameters, and test system.

TELEPHONE SUPPORT

Troubleshooting via phone, email, and remote access.

CUSTOM PROGRAMMING

Modifications to meet special requirements. Fixed price quotes available.

MAINTENANCE

Annual updates and enhancements.

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