Sungard gathers and maintains prices from North American exchanges and indexes for over 5,000 indexes.  Exchange data goes back more than 10 years and index data goes back just as far as the index was in existence.  Through a volume arrangement with Sungard we can provide these indexes to you at a very reasonable cost and inject them into your database with just one click.

All 5,000 indesex are not available, but if you don't see one you want, you can request it through an email to cms@climark.com and we will see if we can add it to the list.  Many are very obscure indexes.  We worked with Sungard and users on our ClimarkCommunity.com web site to determine the most popular indexes to provide.  We selected 280 indexes to make available.  We don't recommend tracking more than 25 as it will increase the time required to download, especially the first time when you may want 10 years of history.

Before you can get Sungard Prices and Indexes you must do the following:

1.Sign up for this optional service through Client Marketing Systems, Inc.'s Marketing Department (800-799-4267 or 805-773-7981)

2.Visit the Advisors Assistant update web site at least one time.  This assigns a system ID number to your server.

3.For prices, you must validate each security you want to price so that the call to the Sungard Server is guaranteed to use the correct symbol or Sungard Code.  This is done on the Add/Modify Security Information Screen.

4.For indexes, you must select the indexes from a list of 280 indexes that you want to track.  These are selected on the Index Selection Screen.

The Sungard service covers indexes and prices and can provide up to 10 years of history.

See Also

Selecting Indexes

Securities / Indexes