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Client Management

part of the MasterPlan product line, by MasterPlan Financial Software

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:

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

Related Products

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

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  • System Requirements

    Desktop

    • Microsoft Windows
  • Industries

    MasterPlan is made for businesses in the following industries:

    • Accounting/Legal/Professional
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