Client Activity Tracking System (CATS)

The Client Activity Tracking System (CATS) is a full-featured CRM/practice management system for Financial Planners and RIAs. Whether your firm is medium-sized or large, you need a CRM/practice management system that lets all employees use contact and mission critical information wherever they are, whenever they need it, over secure communications.

CATS is an application designed specifically for ensemble firms who want to dramatically improve productivity and profits by creating uniform procedures and processes through automation. It runs on IBM's world class Notes/Domino software, proven for today's security, messaging and application needs. The CATS platform is the leading technology for messaging, collaborative applications and Internet integration. CATS is ideally suited for Financial Planning and RIA firms with its ability to organize, find, mobilize, and share critical information among employees. The platform provides outstanding security features, full-text searching capabilities, and support for remote/disconnected users and/or remote locations.

CATS is a deployed product since 2000. It is maintained and enhanced for existing using firms and is marketed to new firms on a continuing basis by the CATS Collaborative. It runs on the using firm's servers or on hosted server provided by the CATS Collaborative through third party vendors.

For additional information and updates, see www.catscollaborative.com

Category:

Science & Technology

Tags:

• CRM
• Contact Management
• junxure
• junxure-i
• protracker
• practice management
• financial services
• investment management
• tax preparation
• Lotus Notes
• Lotus Domino