adminPRO For Financial Advisors

• Quickly and easily populate KYCs, investment applications, and other paperwork automatically with adminPRO For Financial Advisors.
• Manually build and save your database so you can import client data into forms with a couple of mouse clicks.
• Build your entire database automatically from a spreadsheet
• Store up to 20 account numbers and information for up to 8 related people per client.
• Activate functions easily from toolbar buttons on menu items on the Adobe toolbar.