OVERVIEW
The Client Data System® (CDS) is a modular, front-office
system especially designed to increase the marketing,
sales, and customer servicing capabilities of investment advisors,
insurance advisors, and the companies they represent.
Features
& Benefits
The Client Data System® (CDS) has become the choice of top
insurance agents and financial advisors because:
It
is a complete practice management solution offering contact
management, investment tracking, insurance policy tracking,
and other specialized capabilities.
Its
components are designed to work together for an integrated
solution.
Its
performance is proven with financial advisors, with over 75,000
seats deployed.
It's
easy to use. Generating marketing programs, mailings, client
statements, management reports, and navigating around the
system is easy.
To
view a comprehensive list of Client Data System® features,
Click
Here
