Client Data System (CDS) Version
6 is now
available!
Click here to read the press release on the new
features.
OVERVIEW
CDS is a modular client and contact management system
designed to increase the effectiveness of investment
advisors, insurance agents, and the companies they
represent. With its specially designed marketing, sales, and
customer service capabilities, there is no better solution
for the financial services professional.
Features & Benefits
CDS is the insurance agent software – or, insurance
contact management system
– trusted by thousands of advisors, as well as some of the
biggest names in the financial services industry, including
MetLife, Mutual of Omaha, Penn Mutual, Prudential, Thrivent
Financial, and more. These industry leaders choose CDS
because it provides:
- Comprehensive practice management capabilities,
including contact management, investment tracking,
insurance policy tracking, and other specialized
capabilities
- A modular, integrated solution that lets you add
functionality as you need it
- Ease of use and a customizable desktop
- Proven success with over 75,000 satisfied users –
all in our industry
Built on twenty years of experience and proven in
practice, Client Data System is true financial advisor &
insurance agent software built for your business. |
