Hi Robert,

I think you may be missing something. Take a look at the subscriber options at Thinknum, for example, and not the free options. Separately, the IRIS platform I referred to is a piece of software of which I received a sneak preview. It will do exactly what you are asking about and way, way, way more. It is the most powerful piece of software I have ever seen for financial professionals. You can find out more at www.irisbusiness.com I think you will be quite pleased.

Yours, in service,

Jason