Practice Manager is a complete contact management system designed to track every aspect of your ever growing contact list.
Along with the standard list of information,Practice Manager also tracks important financial information that can be beneficial for all Reps.
Complete client tracking
Client Tracking for (Notes,Documents,Tasks,Billing , Emails , CallHistory)
Daily Schedule
Task Manager
All Events Viewer
Journal
Message Center (Instant Messaging)
Track Phone Messages
Word Processor
Trade Blotter
Advanced SQL Searches
SQL Repository
Inbox/Outbox (Email)
Import/Export features
Integration with Trackfolio
Client/Server version available
Web Server Add-on
Custom Report Designer
Support for Broker/Dealer Reps