Xref: utzoo comp.sys.mac.apps:738 comp.sys.mac:55999 misc.invest:7776 Path: utzoo!utgpu!news-server.csri.toronto.edu!mailrus!cs.utexas.edu!sdd.hp.com!ucsd!telesoft!rlk From: rlk@telesoft.com (Bob Kitzberger @sation) Newsgroups: comp.sys.mac.apps,comp.sys.mac,misc.invest Subject: Investment Counseling / Financial Planning s/w recommendations? Keywords: financial planning recommendations Message-ID: <812@telesoft.com> Date: 7 Jul 90 06:32:56 GMT Organization: TeleSoft, San Diego, CA. Lines: 23 I'm posting this for my brother, who is a Certified Financial Planner. I've given him my Macintosh to help in maintaining client records, addresses, etc. BUT... since I'm 2,000 miles away, I can't handhold nor write custom software for him. So I appeal to the Vast Net Experience to toss recommendations my way of Macintosh applications targeted to investment counselors. I'd really prefer to find a reasonable vertical-market solution rather than piece one together myself out of word processors, spreadsheets, and dbms' ;-) Any pointers or recommendations appreciated!!! Send e-mail, if there is enough interest I'll summarize to the net. Thanks, .Bob. -- Bob Kitzberger Internet : rlk@telesoft.com TeleSoft uucp : ...!ucsd.ucsd.edu!telesoft!rlk 5959 Cornerstone Court West San Diego, CA 92121-9891 "There's too much caffeine in your bloodstream..." (619) 457-2700 x163 -- The Smiths ------------------------------------------------------------------------------