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The Finance Shop Network
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Product details

Please choose one of the links below to find out more about just some of The Finance Shop's many features;
Clients & contracts CD
Finance spplications
Reporting
Mail merge
Email
SmartLodge
Security
Multiple companies
Tiered broker management
Volume brokerage
Technical details
 
 

Client & contact management

Manage clients of all types including individuals, companies, and partnerships with their unique differences.

Manage all client details including:

  • Contacts (directors, guarantors, etc.), Contact Details
  • Trading Names
  • Financials, Cash Flow
  • References
  • Asset and Liabilities

workflow

Download The Finance Shop brochure.

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