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Database Content
- Comprehensive database stores any number of clients
- Each client has sections for:-
- personal information (name, address, income, occupation, employment, etc)
- partner and dependant information
- assets, liabilities, policies
- income and outgoings
- attitude to risk and objectives
- other addresses
- appointments, reminders, follow-ups
- time spent
- notes
- No limit to the number of clients, investments, policies, notes, etc.
- Review dates for each policy, asset, liability
- Policies include pensions, life, general, income protection,investments, health, etc.
- Histories for payments and withdrawals
- Multiple funds per policy / investment
- Assets include properties, bank and building society accounts, shares, unit trusts / PEPs / ISAs, personal assets
- Liabilities include loans, mortgages, credit cards, hire purchase, leases, etc.
- Document References for easy viewing of client-Assyst client reports, letters you have written, or documents you have scanned.
- Time information to be used as a basis for fees or simply to record time spent.
- Up to 250 user-defined additional fields per client
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