Preliminary Account Evaluation

Secure Financial Services (SFS) has transformed its popular Preliminary Account Evaluation (PAE) into a powerful on-line analysis tool that you can control right from your desktop.

WEB-PAE is the solution that lets you quickly determine:

The validity of investor complaints and claims
The extent of potential damages in a securities matter

Only WEB-PAE offers:

The lowest-cost alternative to a full investment analysis
A basic review of investment portfolio activity, indicating preliminary evaluation of portfolio balances and area of potential legal exposure
Easy on-line training so you can produce accurate reports quickly
Clear and concise report formats

We understand your need to achieve cost control and predictability in the securities case load you manage every day. To reduce your portfolio analysis costs and generate accurate preliminary portfolio damage evaluation…the WEB-PAE is the answer!

Secure On-Line Subscription
Getting started with the WEB-PAE is as easy as 1-2-3!

1. Click on the subscribe link here.
2. Complete the requested information on the secure registration form.
3. Click on the Submit button to activate your FREE 30-DAY SUBSCRIPTION.

When your 30-day Introductory Subscription expires, you will be notified by email and provided with on-line subscription ordering information.

Subscription Rates
Choose the level of access to WEB-PAE that is convenient for you:

Access Period	Rate
12 Months	$675 ($9 per Report/ Max. 75 Reports)
3 Months	$450 ($15 per Report/ Max. 30 Reports)
1 Months	$250 ($25 per Report/Max. 10 Reports)
Per Use	$35 ($35 per Report/Max. 1 Report)

Payment Options

MC/VISA/AMEX accepted.

Subscription rates are for 1 user account.

Prepayment by credit card or check is available.

Multiple users and unlimited access are available.

Contact us to find out more!

When your 30-day Introductory Subscription is over, you will be prompted to provide payment information for your account.

On-Line Training
An easy on-line training environment enables you to successfully input monthly portfolio transaction data and run WEB-PAE reports within one hour. Simply review the on-line Training Module after you have registered, and begin to generate your analyses quickly and cost effectively.

Customer Support
Technical assistance is available from the SFS WEB-PAE Customer Support Center from Monday through Friday, 8 a.m. to 5 p.m. EST. You can call 888.729.1700, or send an email to webpae@tradeanalysis.com.