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BOSS does not use a ‘one size fits all’ approach. Completion of this form will allow us to prepare a proposal based on the way you do your business.

Or call (760) 622-9888 for more information.

Contact Information
* Indicates required field  
First Name*
 Last Name*
 Company Name*
Address 1
Address 2
City
 State / Province
 Zip or Postal Code
 Country
E-mail Address*
 Phone Number*
 Fax Number*

Advisor Profile
Total number of client accounts:*
Average number of securities per account:*
Average number or trades per month:* (Total of all accounts, round trip equals two.)
The maximum number of concurrent users:*
What Portfolio Management software do you use?*
Do you track hedge funds?*
Do you use select lots?*
Do you calculate performance based on asset classes?*
Do you bill monthly?*
Do you bill at both the client and account levels?*
Do you bill in advance and arrears (other than proration)?*
Do you adjust dates on month end trailing transactions?*
Do you edit other downloaded transactions?*

  Data Profile
SOURCE OF TRANSACTION DATA*
Name
%
Manual Entry
TDAmeritrade
Schwab
FIAG
DST
Pershing
Other
Total should equal
100%
 
COMPOSITION OF DATA*
Type of Asset
%
Mutual Funds
Equities
Options
Var Annuity
Mortgage Backed
Fixed Income
Other
Total should equal
100%

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