Broker Information System is a web based contact management application for the financial industry. Designed to meet the specific needs of the financial planning/broker, BIS keeps track of a broker's clients AND prospects, allowing him/her to target the right contact with the right information.

Key Features:

• Web-based (accessible from any computer with an Internet connection and Internet Explorer v4 and above)
• Highly user-friendly and intuitive user interface
• Supports multiple branches
• Fully secured data and communications using SSL (if required)
• Tracking of families and family relationships
• Tracking of contact:
  • Status and status levels
  • Source
  • Multiple addresses with default designation
  • Gifts given
  • Interest - both personal and investment related
  • Detailed notes with classification, follow=up assignment and reminders
  • Multiple e-mail addresses with default designation
  • Accounts, account dates and value (if required)
  • Referrals obtained from
• Highly functional, advanced query tool for use with broadcast e-mailing, mass snail mailing and report generation
• All services run from CBS facilities so there is no additional costs for IT staff to manage application
• No hardware or software purchases required ... no capital outlay!

Optional Modules: