Investments

The SALYN Information Management System for Investment Managers allows you to record Research information on:

Held Investments
Target investment
Companies contacted for research about the investment target including:

Customers
Competitors
Suppliers

Brokers

The Main Information section displays company information including:

Address Information
Relationship Information
Contacts
Position
Earnings


	In addition, Client information, To Do items, Activities, Appointments, Related Companies and Expenses associated with the investment or research company are listed in the tabbed sections.


	Click on the tabbed section heading to see additional information about the company.


	Address displays client main address information.

	Company Relationships list the relationship this company has with your firm Investment - Buy Investment - Sell Research - None


	Other Relationships list the relationships this company has with other companies. Customer, competitor, supplier to the investment target


	Contacts displays the people at the client/advisor and their contact information.


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	Position - Position information on held stocks can be manually entered or brought in daily from the portfolio management system and other data sources.


	Earnings - In house earnings estimates are manually entered. Street estimates can be manually entered or brought in daily from various research sources. Baseline^®, Factset^®, Orion^®, WONDA^®, FirstCall^®, Research Direct^®, etc.


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