MasterPlan™
for Windows lets
you track special dates in the client and portfolio asset screens. Here
are just a few examples of what will be able to do our client management
features:Now there's no reason for not keeping in touch with your clients! You can help them save or make money by timely notification of dangers and opportunities.
MasterPlan™
for Windows lets
you track special dates in the client and portfolio asset screens. Here
are just a few examples of what will be able to do our client management
features:
Ask MasterPlan to display the Reminders Window each time you enter the launch it (or suppress this window and bring it up only upon demand)
Find everyone in your database who is having a birthday during the specified time period
Find all clients who own a particular investment
Track several different addresses and phone numbers for each client household
Create mailing labels
Print special "quick" reports
Keep a detailed notepad on each contact with the client
