EstateManager

The EstateManager system allowed me to capture over $99K in commission during 2008, by the alerts and mail merge features.  

-Phil Jensen (Beneficial Financial Group 2008 Agent of the Year)

I have been using the Estate Manager Software for about 14 months now and am so happy I made the change. The system is very robust and has a lot of the tools I need to keep track of my clients, their accounts AND helps me analyze my business so I can pick up on trends and help me to set goals for my business. I would recommend this product to anyone who wants to improve their business while keeping track of their clients.  

-Ray Johns (Beneficial Financial Group/ Allegis Financial Partners)