HOME        PRODUCTS      CLIENT SUPPORT       CLIENTS         CONTACT US


Software


With our annuity software you can:
  • Send professional looking statements
  • Calculate cash values on any date
  • Send required 1099 and 5498 forms to your clients and the IRS
  • Have the confidence of knowing that everything is correct.

    Interest can be calculated at a different rate based on:
  • On the entire balance
  • On an individual deposit made between dates
  • On an individual deposit made over a specified amount
  • If it is paid interest checks

  • Our ITrack Investment Manager was designed with your portfolio manager's needs in mind. It simplifies complying with governmental regulations, makes managing your portfolios easier, and makes seeing what is happening with your investments a breeze.

    Here's a list of just some of the things that the ITrack can do for you:

  • Manage Portfolios for Bonds, Common or Preferred Stocks and CMO's
  • Maintain History for Bonds, Common or Preferred Stocks and CMO's
  • Perform Accretion/Amortization on Book Values
  • Interest Paid and Dividends Paid Reports
  • Bond Maturity Report
  • Export Schedule D Information
  • Print the following Schedule D reports:
    Schedule D Part 1 (Bonds)
    Schedule D Part 2-1 (Preferred Stock)
    Schedule D Part 2-2 (Common Stock)
    Schedule D Parts 3,4, & 5
    Schedule D Part 1A Section 1 & 2
    Schedule D Part 1B
    Schedule DB B1,B2 & B3
    Schedule BA Portfolio, Acquired, Sold

  • Our Integrated Fraternal Insurance Software (IFIS) enables you to give better service to your members, allowing staff to get more done and assists your actuaries and accountants with your reporting requirements.

    Here is a list of all the modules available in our IFIS package. Click on the module below to see more detailed information.

    Accounts Payable
    Annuities Claims
    Commissions
    Deposit Agreements
    Direct Billing
    Dividends
    Funds on Deposit
    General Ledger
    History
    Loans
    Lodge
    Lodge Billing
    Mailing/Newspaper
    Mortgages
    Policy
    Reserves
    Utility