It was released today.

If you are a Windows' user and you load and get error, you may need to update Windows (my computer is XP). Here is the link I followed:

"http://www.microsoft.com/downloads/details.aspx?familyid=5B2C0358-915B-4EB5-9B1D-10E506DA9D0F&displaylang=en"

I scrolled towards the bottom of the page and used this version: NetFx20SP2_x86.exe

The above message is provided as information and proceed at your own risk. My recommendation would be to call Relius for assistance.


The Relius program loaded fine and is a standalone system which is not integrated with the 5500 or SAR systems.

I have not yet compared results.

Andy, our version is not stand-alone. It extracts data from 2008 Schedule H and Schedule B, and asks for the location of the 2007 and 2006 Schedule Bs for import.

BTW, it uses the 2007 data for both 2007 and 2006 - clearly a bug that I intend to report. Anybody found other significant bugs? I found a few weird happenings but no apparent pattern to them - the fonts would not change for language pasted in, and an auto replacement of apostrophes with question marks - both related to importing investment strategy language.

Overall, it present a huge time savings anyway.