mwyatt Posted October 11, 2003 Posted October 11, 2003 Just wondering before I set out post 10/15 on a database coding quest: does anyone have any recommendations out there for canned packages to monitor Client contact info Plan details Processing data (last valuation, key provisions, asset size, characteristics, etc.) Fee data for historical and projected purposes How and what do you all use to manage about 600-1000 plans out there for business/tracking purposes? Don't expect I can walk out to CompUSA to buy it, but if there is something out there that is killer a recommendation would be great before I start scrubbing a bunch of disparate spreadsheets and databases. Any comments, recommendations would be greatly appreciated!
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