|
|
Client Management
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.
 MasterPlanT
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
|
