Software keeps it simple

Client management systems can boost a small firm's professional image but they need to be easy to use

Client management systems for the small intermediary practice exist in various forms. With some the software lives on your PC, while other offerings take shape as web portals. But sometimes we are only talking about systems created by amateurs. Some are isolated from the outside world, while others make brave claims about straight-through processing. The latter, theoretically, allow the client data that you hold to be moved seamlessly into web portals that make enquiries for quotation or valuation purposes and can then return the requested items and populate your database with them. Take...