Practice Manager includes the following features:

• Complete client tracking
• Client Tracking for (Notes,Documents,Tasks,Billing,Emails,Call History)
• Daily Schedule
• Task Manager
• All Events Viewer
• Journal
• Message Center (Instant Messaging)
• Track Phone Messages
• Word Processor
• Trade Blotter
• Advanced SQL Searches
• SQL Repository
• Inbox/Outbox (Email)
• Import/Export features
• Integration with Trackfolio
• Web Server Add-on
• Custom Report Designer
• Support for Broker/Dealer Reps
• Client/Server version available

and much more ....

Download a FREE trial version now!