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Client Asset Management

A software system designed by Financial Computer Support for accounting/legal/professional and finance & insurance companies.
Questions about Client Asset Management? Call (800) 827-1151 and talk to a software expert now.

With unlimited electronic updates of client transactions, plus the ability to view or present professional reports, you’ll stay on top of your clients’ activity.

In addition, you’ll be able to communicate quickly and efficiently with clients or prospects to successfully grow your business.

Features include:

  • Quick and easy download of client activity
  • Presentation quality reporting of client transactions, including insurance policies,
  • Effective communication – including mail merge, auto-dialer, convenient client notes,
  • Commission tracking
  • Investment/insurance cross-referencing,
  • Maturity and expiration reports,
  • and more!

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