Is Practice Builder Financial a database program?
At its foundation, Practice Builder Financial contains interrelated databases. First is the contact manager data: all the clients, prospects, spouses, children, professional advisors and third party service vendors and institutions. Then there is the text database that includes assumptions, objectives, letters, agendas, checklist and articles – more than 4,000 pages of text in the basic system, 5,000 total. The system makes all of this information and material easy to find and use. Information is only a click or two away whenever you need it.
