727-734-2026


  • Our unique speciality is putting your quarterly financial reports on the Palm OS®-family of handheld organizers so that your critical financial data is professionally formatted, portable, easy to read, and always in-hand for your key corporate executives and selected members of the financial community - because when it comes to presenting your earnings, you need quick and ready access to your financial data.

  • This turnkey solution provides the following:

    1. Up to 20 customized pocket financial reports with your company-specific branding elements and logo so that your pocket financial portfolio maps to your unique corporate presentation format

    2. Flexible distribution of your pocket portfolio financial reports - choose e-mail, diskette, or web delivery so you have the flexibilty to meet individual, executive preferences

    3. Quarterly updates with quick turnaround so your financial data is ready and in-hand for your quarterly earnings meetings and presentations

    4. Password-protected access to the pocketportfolio.com web site - for control over who has access to your financial reports

    5. First-class, personal, professional telephone assistance and support, ensuring 100% satisfaction

    6. Impress your executive staff! This turnkey, effortless solution, lets you provide the data while we do the rest. We augment your staff for a single week each quarter and you look good. Impress your executive staff this quarter - why wait!?

  • Getting started is easy, all we need is your quarterly financial data in PC or Macintosh files - typically in .pdf, Powerpoint, Excel, or AppleWorks format

  • For more information and pricing, call Trina Clickner at 727-734-2026 or send e-mail to info@pocketportfolio.com.

 

 

727-734-2026

Return to Pocket Portfolio home page

Copyright ©Palmtop Publishing, 2004.
Pocket Portfolio is a trademark of Palmtop Publishing.