Flexible and Advanced Portfolio Management for the Investment Professional

TaraFolio Advisor^TM offers all the features and benefits of TaraFolio Investor^TM. In addition, it includes features designed specifically to help the financial professional thrive in today's ultra competitive, multi-tasking environment.

If you are an individual broker-dealer, fund manager or financial advisor, TaraFolio Advisor^TM is a powerful Web-based tool that enables you to create truly customized individual portfolios to meet the needs of each of your clients. In addition, TaraFolio Advisor^TM significantly reduces your portfolio monitoring workload.

The TaraFolio Advisor^TM system is truly transparent, allowing your clients to view their account information online. Some of the most important features of TaraFolio Advisor^TM include:

• Customization. You can easily create and maintain individual portfolios for each of your clients



• Automation. Monitor numerous customer portfolios and automate the maintenance process



• Notification. Receive automatic trade execution notification via e-mail or wireless devices



• Integration. Multi-platform CRM and customer support integration

If you are interested in TaraFolio Advisor^TM, please write us at info@TaraGlobal.com