Broker's Ally software was designed as a program with 3 incremental "building blocks" or "levels" of functionality that can be added to as demands increase with years of experience and expanding business sophistication. Broker's Ally is an inexpensive product that can provide CRM, SFA, marketing and portfolio reporting capability to improve practice management and efficiency.
Standard Level has all the features you have come to know as "the classic" Broker's Ally. Perfect for beginning brokers or those with basic database needs.
Gold Level includes a custom report generator and an ASCII data loading utility. Designed for the more robust needs of brokers wanting to have special prospect databases. Especially helpful for sales assistants, too.
Portfolio Level includes a complete set of functions for portfolio management professionals. Designed for the more demanding needs of brokers with large and diverse portfolios, financial planners and money managers.