Captools/net Features by license level (subject to change)

Pro/1

Pro/2

Pro/3

Pro/4

Enterprise

Enterprise/3

Enterprise/4

General

Desktop PC Independent of Server

No

Yes

Yes

Yes

Yes

Yes

Yes

User Levels (Admin + up to 4 user levels)

Admin only

2 Levels

2 Levels

2 Levels

3 Levels

4 Levels

5 Levels

User-Level Permission Controls

n/a

Yes

Yes

Yes

Yes

Yes

Yes

Windows style interface for data viewing & editing

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Extensive data filtering, sorting & subtotaling capabilities

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Extensive user interface customization capabilities

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Web Browser interface for reporting and admin functions

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Custodian/Clearing Firm Data Import Interfaces (see note #1)

Yes (~12)

Yes(~30)

Yes(~45+)

Yes(~45+)

Yes(~30)

Yes(~45+)

Yes(~45+)

Securities Price/Fundamental Data Interfaces (see note #2)

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Customizable Data Import and Export Templates (all tables)

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Software Support (subject to licensing terms)

Named caller(s) phone support (Captools Co. hours, note #3)

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Named admin user(s) email support

Yes

Yes

Yes

Yes

Yes

Yes

Yes

     Privacy-protected data extracts for analysis by Captools Co.

Yes

Yes

Yes

Yes

Yes

Yes

Yes

     Built-in screen shot email capability

Yes

Yes

Yes

Yes

Yes

Yes

Yes

     User initiated remote diagnostics option           

No

No

No

Yes

Yes

Yes

Yes

Client Detail  

Pro/1

Pro/2

Pro/3

Pro/4

Enterprise

Enterprise/3

Enterprise/4

Clients by Rep ID

No

Yes

Yes

Yes

Yes

Yes

Yes

Family Grouping

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Client Grouping

No

Yes

Yes

Yes

Yes

Yes

Yes

Primary, Work, & "Other" Addressing

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Primary, Work, & "Other" Phone, Fax, Email

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Report E-mail, Faxing options & client password

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Client customizable tax rate classification

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Relation/Beneficiary Information Records

No

Yes

Yes

Yes

Yes

Yes

Yes

PDF Acro-Form Fill with PDF template tool

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Account Detail

Pro/1

Pro/2

Pro/3

Pro/4

Enterprise

Enterprise/3

Enterprise/4

Grouping categories (for sorting/grouping, max #)

2

3

5

6

3

5

6

Benchmark Indices assignable at account level

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Minimum Cash &  Tax W/H specifications

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Discretionary Specification

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Sales & Income Proceeds & Security Delivery specification

No

No

Yes

Yes

Yes

Yes

Yes

Fee Exclusion Option (by $ amount)

No

Yes

Yes

Yes

Yes

Yes

Yes

Sub-accounts for custodian account numbers

No

Yes

Yes

Yes

Yes

Yes

Yes

Account Note Records

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Portfolio Functionality

Pro/1

Pro/2

Pro/3

Pro/4

Enterprise

Enterprise/3

Enterprise/4

Over 70 transaction codes (supports virtually all security types)

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Tax Support  (see below for detail)

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Amortization of bond premiums/discounts

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Computation and accrual of bond interest income

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Sub-account detail  tracking/reporting

No

Yes

Yes

Yes

Yes

Yes

Yes

Unsettled Shares/Amount tracking/reporting

No

No

Yes

Yes

No

Yes

Yes

Portfolio leverage/margin interest tracking/reporting

No

No

Yes

Yes

No

Yes

Yes

Short vs. Long detail tracking/reporting

No

No