Quantech & Datalynx

[Dawn Hafner]

Is anyone using Quantech with the Datalynx (First Trust) investment module? I would be interested in any feedback you have on how this works. Also, Corbel told me I would have to upgrade my Quantech to the Professional Daily product? Is this true? The current system is capable of daily and appears to allow for the investment links if purchased. Why would I need to upgrade?

I think we would enter full blown daily step by step, first taking phone calls directly and transfer instructions by fax, but I want the trading directions and settlements to be automatic from Quantech to the funds. Then later on we can add VRU and Internet. Any suggestions?

[Guest]

Dawn, if you send me an e-mail I can give you the names of a couple of firms using First Trust with Quantech.

Also, I believe that you need to move to Quantech Professional in order to add VRU and Web. If you are planning to not add those until later, then you might be ok for right now without it. If the trading links are accessible under the Financial Inst. Interface tab, then you should be able to set those up with no problem, I believe.

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Carol J. Ringwald

President

CJR Consulting Group, Inc.