AllocationMaster: About: Editions

Many AllocationMaster users have a customized edition of the program that they obtained through their company. We presently maintain 55 customized editions of AllocationMaster under enterprise-wide licensing agreements. The customized editions have been modified to meet the special needs of each company.

We have gained industry-wide recognition for our innovative approach to developing, distributing and maintaining customized editions of AllocationMaster for large user-groups.

Initial Development
A specific list of initial programming modifications that will be required are identified. These modifications often include special asset classes, model portfolios, investment product lists, investment policy statements, private labeling, and compliance disclosures. We provide the project management to make sure that the custom edition of AllocationMaster is developed quickly and correctly.

Software Distribution
Following completion and acceptance of the initial development, we work with the sponsoring company to distribute the new software to its representatives. Installations can be provided to individual users or via a network. In the future, users will also be able to access AllocationMaster through the Internet. The introduction of the new software is carefully timed to be in conjunction with the company's training and roll-out schedule.

Quarterly Maintenance
Once the customized edition of AllocationMaster is in use, the software is maintained by us on a quarterly basis. Both general and edition-specific updates and enhancements are made to the program. We work closely with the designated project liaison at the sponsoring company to coordinate the specification, development, testing and distribution of each quarterly software update.

Company Editions
To view the list of specific programming modifications for a particular customized edition of AllocationMaster, choose a Company Name from the pull down list.