MARKETING APPLICATIONS
Connecting your people, finance and marketing
​together to work more profitably.

We offer two proprietary Cloud Connected
​ Client Intake Software Tools.
​Both are affordable and flexible. 

The applications work anywhere there is an internet signal, on PC or mobile.

Automate your office in phases​ to improve your financial performance.

APPLICATIONS AVAILABLE:
TRACKING AND ENGAGING CLIENTS
REMOTE ACCESS TO CLIENT RECORDS
​INTAKE W/CONFLICT CHECK AND MARKETING 
DIGITAL FORMS