Is MasterPlan right for your business?

MasterPlan is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a MasterPlan demo, technical support, product or pricing information or to simply to compare MasterPlan with competitive options? Quickly get answers and the information you need.

Features Include

  • 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

Other Applications

The following applications are designed to work hand-in-hand with Client Management:

  • Asset Tracking

"Client Management" is part of the MasterPlan line of products, developed by MasterPlan Financial Software.